Client Relations Executive - Investment Management

London, hybrid

An exciting new role has arisen for a Client Relations Executive to join my client's growing Client Relations team.

The role is responsible for delivering exceptional service to clients (retail investors and financial intermediaries) and working collaboratively with internal business units to support the business’s fundraising efforts. The individual will have strong knowledge across the company’s entire product range, ensuring communications with clients are both accurate and timely. They will also support junior team members in their day-to-day roles. In addition to day-to-day responsibilities, the individual will look to streamline, digitise, and automate manual processes to increase efficiencies within the team and work closely with the Client Relations Manager to drive new initiatives and positive engagement with our underlying client base.

Key

Responsibilities:


- Responsible for, and ownership of, the team’s daily task management of inbound queries, to ensure Associates and Executives are responding to queries and dealing with tasks within the set SLAs.

- Respond to incoming investor, adviser, and third-party queries via phone, email, and post in an accurate and timely manner.

- Escalation point for challenging queries raised by both colleagues and external clients.

- Produce and distribute scheduled and ad-hoc investor/adviser communications such as valuation statements, product reports, investment or divestment notifications, etc.

- Process legal documents for investors and their estates and conduct KYC and AML checks, where required.

- Maintain electronic client records in an orderly and comprehensive manner across multiple systems and third-party partners.

- Assist with training and reviewing work for junior staff members and new joiners.

- Organise and execute annual investor events and attend VCT Annual General Meetings (AGMs).

- Ownership of client experience/retention initiative, as agreed with the Client Relations Manager.

- Share client feedback directly with management and identify opportunities to improve service and increase efficiencies within the team.

- Follow team and business policies and procedures, ensuring any complaints and/or operational incidents are escalated to management in a timely and accurate manner.

- Other ad hoc duties as requested from time to time.

Experience, Skills, and Attributes Required:

- Experience in an Asset Management/Financial Services role is essential.

- A basic understanding of financial products is essential, and knowledge of the tax-efficient investment sector would be beneficial.

- Proactive with the ability to work in a high-performing environment whilst maintaining high levels of integrity.

- Experience dealing with clients in a professional and confidential manner.

- Ability to communicate effectively at all levels of the organization as well as with external stakeholders.

- Strong professional writing skills.

- Desire to provide quality service and support.

- Adaptable and willing to get stuck into whatever needs doing.

- Good proficiency with Word, Excel, PowerPoint, and Outlook.

- Good understanding of AML/KYC policies and procedures.

- Strong understanding of the company’s tax-efficient product range.

- Interest in pursuing the Investment Operations Certificate (IOC) or Investment Management Certificate (IMC) and expectation to complete Intelligent Partnership Qualification (VCT, EIS, BR) within 3 months of employment.