Client Executive (London Area)

We are partnered with a Global Investment Management firm to support with a key hire for a Client Executive to working closely with two experienced Portfolio Managers. The overarching objective of the role is to provide an efficient and integrated administration service to a Portfolio Management Team, facilitating the productivity of Team members and enabling them to spend more time communicating with clients.

Responsibilities

• The Client Executive is an important point of contact with clients (and potential clients).
• Deal with portfolio administration requests i.e. transfer of money, aiding the set-up of new portfolios, changing standing orders and ISA subscriptions etc
• Creating and producing reporting documents for client meetings using Excel and PowerPoint
• Responsible for mail outs (via email), including the quarterly valuation letters
• Client on boarding – handling the distribution and overseeing completion of new client paperwork.
• Updating client data as necessary when client circumstances change
• Communicating with external stakeholders, e.g. pension providers and IFAs
• Assisting in the co-ordination of new assets being transferred into client accounts
• Maintain PM’s diaries
• Participate in any project work that impacts the Team – as directed by the Operations Oversight, Client Life Cycle Team or Compliance
• Organise and book events for Team members
• Organise UK and international travel
• Inbox management for Portfolio Managers when out of office

Required Experience

• Relevant industry experience having worked in either Asset Management or broader Financial Services.
• Relevant industry qualification (e.g. CISI, CFA, IMC or similar equivalent)
• Conscientious attention to detail
• Professional and confident telephone manner
• Excellent organisational skills
• Proactive self-starter
• Excellent time management and forward thinking – demonstrated skill in anticipating and responding to shifting priorities
• Strong service orientation with the highest standards in responding to and servicing clients
• Able to work under pressure