Investment Client Services Executive (Charity Clients)

Up to £45,000 plus bonus and benefitsHybrid working available!Are you a client service superstar with a passion for the non-profit sector? A fantastic opportunity has arisen to join a highly regarded Investment Management firm in the heart of the City, specifically within our Charities team. We are seeking a proactive Client Associate to act as the lead contact for all Charities Client Lifecycle tasks. You will be the "go-to" person for our charity clients, working closely with Investment Directors to deliver unparalleled service and ensure their unique mission-driven goals are supported by seamless administration.Duties of the Client Services Executive (Charities) to include:In this role, you will take full ownership of the Charities client journey, ensuring excellence at every touchpoint:Relationship Management: Develop and maintain deep relationships with Charity clients and stakeholders, utilizing your knowledge of their specific requirements to deliver desired outcomes. Lifecycle Leadership: Lead the end-to-end management of account opening, onboarding, transfers, and account amendments in line with our Operating Model. Administrative Ownership: Act as the primary liaison between clients, investment teams, and operations. You will lead discussions on administrative matters during client meetings. Suitability Support: Help the Investment Team gather essential information to support client suitability and produce tailored client summaries and welcome letters. Process ..... full job details .....