Client Services Executive (Investment Management)

Up to £37,000 plus bonus and benefitsHybrid working available!A fantastic opportunity has arisen to join a boutique Investment House based in the heart of Glasgow as they seek to hire a Client Services Executive to join their client team. You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycle processes, and working to guarantee that every client is provided with excellent continuity and completeness of service. Duties of the Client Services Executive to include:Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes.Manage the client lifecycle administration process. Ensure that all processes are in adherence with the Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes.Maintaining client records and internal CRM systemsSupporting the Investment Team with gathering relevant information to support client suitability. Acting as the ''go to'' person for administration queries and as the client''s first point of contact. This will involve attending client meetings and leading discussions regarding administration matters. Support relationship with Investment Managers, clients and external providers. Requirements for the successful Client Services Executive candidate:Previous experience in Financial Services managing the ..... full job details .....