Client Services Executive - Boutique Financial Services Firm, Mayfair

Our client, a certified ‘Great Place to Work’ boutique financial services firm based in Mayfair, is looking for an exceptional Client Relations Executive to join their bright, ambitious and passionate team. 

With an already strong track record and ambitious growth strategies, we are looking for someone who can provide support to the team, take responsibility for delivering exceptional service to clients whilst working collaboratively with internal business units to help support the business’ fundraising efforts. 

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 their underlying client base. 

Responsibilities will include:

• Take 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 service level agreements 
• 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. 
• Processing of legal documents for investors and their estates 
• 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 Annual General Meetings 
• Share client feedback directly with management and identify opportunities to improve service and increase efficiencies within the team

What we are looking for:

• Experience in an Asset Management/Financial Services role is essential
• Proactive with the ability to work in a high performing environment whilst maintaining high levels of integrity 
• Experience of dealing with clients in a professional and confidential manner
• Ability to communicate effectively at all levels of the organisation 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
• A basic understanding of financial products is essential and a knowledge (or strong interest) of the tax-efficient investment sector would be beneficial.