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.
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.
Reed are currently working with a forward thinking established global law firm in the recruitment of a Client Services Executive.
You will be tasked as the first point of contact for visitors and clients, both in person and over the telephone.
Your primary responsibility is to create a positive and professional first impression, demonstrating exceptional customer care and maintaining a high level of professionalism.
Robust administration of client letters and files throughout a project.
Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business - with full training to be given.
Maintaining relationships with clients , ensuring excellent customer service is maintained at all times.
My client is a estblished privately owned executive search firm exclusively focused on providing executive talent into private equity backed software companies undergoing major transformation and growth.
Fully Remote, with requirement to attend London once a month for company meeting and dinner
They provide resourcing, research & advisory services placing board and leadership talent into highly succesful global Software companies.