Meraki Talent is partnered with a leading Investment Management firm who are looking to appoint an experienced Client Service Executive. This permanent, full-time appointment is based in Bristol and offers an excellent salary and benefits package.
The purpose of the Client Service Executive is to be the main point of contact for client enquiries and work directly with the investment management team to deliver excellent service.
Duties
- End-to-end management of client life cycle processes
- Developing and maintaining relationships with clients and business stakeholders.
- Understand client requirements and support the investment teams with documents such as financial questionnaires.
Suitable candidates must have:
- Experience working in a financial services environment for example client services or investment operations
- Excellent communication skills
- The ability to manage one's own workload
- An ambitious and growth mindset
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Jennifer wants: Financial services, Client Services, Investment Management, Investment Operations
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