Client Services Executive for our investment client based in Bury St Edmunds. As Client Services Executive you will be someone used to working with high-net-worth clients and confident in speaking with them both face to face and in writing. This is an exciting opportunity to join a very successful and fast-growing business. The role of client services executive is focused on supporting the directors, maintaining the CRM database, distributing all client reports and organising meetings, presentations and entertainment.

The Role

Manage and respond to client enquiries.Liaise with clients and legal teams in respect of KYC issues.Maintain the CRM database and also work with the developers to improve its efficiency and reporting output.Be the first port of call for client and internal enquiries.Liaise with the team to prepare target client lists for new projects.Schedule and send all regular client reports.Organise meetings and presentations from initial planning through to meeting the clients.Assist the team generally in researching and fostering new client relationships.Produce regular reports on all client facing meetings. Be responsible for all administration within the team.Working Monday to Friday 9.30-5pm, 2 - 3 days in the office, other days remote

The Person

Experience of successful engagement with all types of clients in a client facing roleCapable of working within a close-nit team, albeit with a high degree of autonomy.Highly organised and self-motivated.Must be proficient with CRM systems Previous experience working within investments, banking and/or finance industryExcellent written and verbal communication skills.Exceptional report writing skills.Strong understanding of due diligence processes.Highly proficient with Microsoft Excel, Word, Outlook and PowerPoint.Benefits to you

Competitive salary £32-42k DoeDiscretionary bonus Free car parking Flexible WorkingEmployer's pension contribution.Private medical cover.Professional Fees paid.Regular training opportunities 25 days annual leave plus bank holidays.If you have not heard back from us within 10 days your application has unsuccessful.