Client Service Executive (Investment Management)

At Recruit UK, we are seeking a client-centric individual to join an excellent Investment and Wealth Management firm in Newcastle upon Tyne. They hold a strong reputation in the profession, providing stellar service to clients and ensuring their employees enjoy one of the best packages on the market. You will play a key part in supporting the Investment Management team with a core focus on the client experience and assisting Investment Managers.

Key functions of the role will involve:

• Ensuring a high quality and continuity of the client experience
• Assisting Investment Managers with administrative tasks related to Investment Management (new business/annual reviews/maintaining records)
• Communicating with investment managers, financial planners, and the wider team with ease

To succeed, you will need: At least 12 months of experience in a similar position. If you have provided admin support within Investment Management and love providing clients with a service of excellence - this is an opportunity to join a truly responsible firm. Confident, concise, and organised are the key attributes to make you a successful part of this team.

Benefits:

• 25 days holiday (+ bank holidays)
• Life Assurance
• Share Incentive Plan
• Qualification support & mentorship
• Flexible hours & working
• Plus more!

Location: Newcastle upon Tyne

Salary: up to £28,000

REF: 9139