As Client Executive you will work closely with another Account Manager to manage your portfolio of highly professional business Clients - often Household names.
Our Client, a market leader, is growing and looking to recruit an additional and talented individual to work closely with their Clients.
You will maintain the close business relationships which have been developed with their Corporate Clients and will be strongly focussed on continually strengthening those relationships.
My client is a Global Wealth & Asset Management business with over $5.2bn of AUM and due to growth, they are now seeking to hire a new Private Client Executive to join their business.
Private Clients at the firm are looked after by the Private Wealth team.
The PWT specialises in working with complex HNW and UHNW clients, providing an expansive service which effectively manages their investable assets.
This role is for a proactive and highly competent EA who will provide professional, client focused support to senior stakeholders in a dynamic and fast-paced environment.
Executive Assistant - Global Transactions for a multinational Magic Circle law firm in the heart of the City !
This role works closely with other business services teams and resources to deliver effective solutions via the most efficient route possible.
This esteemed organisation seeks a Client Executive to steward a portfolio of clients, with a strategic mandate to expand and enhance regional presence.
We are working with a prestigious insurance brokerage firm, renowned for its innovative approach and dynamic growth in the UK market.
Key Responsibilities
- Cultivate and manage client relationships, ensuring exceptional service and satisfaction.
Maintenance of collateral audit database and ensure effective client service.
Supporting the CE Manager and Portfolio Manager/s with the administrative function of the back office, to include remittance and collateral analysis, monthly reconciliation, processing of debt soundings and client payments.
Responsibility for assisting the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly).
As a Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.
The Client
Our client is a well-established legal firm, committed to providing exceptional legal services to their clients.