client service executive (investment management) Jobs - 104

Recruit UK - Exeter

Employment Type : Full-Time

Investment Management Client Service Executive Location: Exeter Salary: Up to 33,000 Job Type: Permanent Hybrid Working: Yes Ref: 9621 An exciting opportunity has arisen for a Client Service Executive to join a leading investment management company based in the heart of Exeter. This is a permanent position offering a competitive salary of up to 33,000, excellent benefits, and genuine long-term career progression. This is a great chance to become...

Montpellier Resourcing - EC2V7QN

Employment Type : Full-Time

Hybrid working available! Up to 45,000 plus EXCELLENT bonus and benefits Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciti...


Montpellier Resourcing - EX11UG

Employment Type : Full-Time

Hybrid working available! Up to 33,000 plus EXCELLENT bonus and benefits Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciti...

The Access Group - LE113QF

Employment Type : Full-Time

Digital Sales Account Manager Cloud ERP Loughborough, Hybrid About the role: As a member of the Digital Sales team, you will be in a hardworking, fast-paced environment and have a portfolio of products to sell specific to the Cloud ERP Division. Your role will include finding upsell and cross sell opportunities and maintaining existing client relationships. This is an excellent opportunity to accelerate your career through a progressive software...

North Oak Recruitment Ltd - LE191SA

Employment Type : Full-Time

Investment Accounts Executive Leicester (our ref AL1351) hybrid option available Salary to 33,000 dep on exp excellent benefits Previous experience in investment client servicing or financial services administration is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they hav...

ER Recruitment Limited - LE194NT

Employment Type : Full-Time

Client Partnerships Executive Enderby - On Site Competitive Salary Are you a natural relationship builder who thrives on making strong, lasting connections? Do you spot growth opportunities and enjoy helping clients get the most from their investment? Are you looking to join a team of energetic, creative professionals who celebrate wins and support your development? The Company: ER Recruitment is delighted to be partnering exclusively with Juice...

Aimee Willow Connex - B31QZ

Employment Type : Full-Time

Job Purpose: To protect the integrity of the company investment. To optimise the income stream of the company. To ensure clients receive a satisfactory level of service. To support the Relationship Manager(s) and be the secondary communication link between the company and a portfolio of clients. Primary Duties: To resolve in an accurate and expeditious fashion any client queries. To provide support to clients ensuring that the client gets the ma...

Montpellier Resourcing - EC2V7QN

Employment Type : Full-Time

Hybrid working available! Up to 45,000 12 month FTC Are you ready to embark on a thrilling journey with a rapidly growing boutique Investment House in the heart of the City? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team on a 12 month FTC. This leading Investment Management firm strive to deliver unparalleled financial services to th...

SS&C - BB126HH

Employment Type : Full-Time

Competitive starting salary, followed by regular reviews and increases, as milestones are met. Fully paid training and qualifications Competitive holiday policy 6% employer pension scheme contribution Life Assurance (4 x salary) Single person healthcare Flex benefits scheme Discount scheme Sports and Social groups Overview Are you passionate about customer service? Our Contact Centre is the heart of our business, and we pride ourselves on excell...

Blue Square - SG137TZ

Employment Type : Full-Time

ARE YOU THE ONE? Join our team as a Commercial Performance and Planning Executive, where you'll drive impactful data analysis to demonstrate return on investment (ROI), refine reporting tools, and collaborate with client service teams. In this role you’ll ensure governance, data compliance, and accessibility while thriving in a collaborative environment. You’ll need good excel skills, this role would be great for someone looking to kick start th...