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Investment adviser
CSE Greenbank - Bristol

CSE Greenbank - Bristol

Meraki Talent Limited

Posted 18 hours ago, valid for 9 days

Bristol, City of Bristol BS6 5EX

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

Meraki Talent is seeking an experienced Client Service Executive for a leading Investment Management firm located in Bristol.
This permanent, full-time position offers an excellent salary and benefits package.
The role involves being the main point of contact for client inquiries and collaborating with the investment management team to ensure high-quality service.
Candidates must have experience in a financial services environment, particularly in client services or investment operations, along with strong communication skills.
A minimum of three years of relevant experience is required, along with the ability to manage one's own workload and a growth-oriented mindset.

Meraki Talent is partnered with a leading Investment Management firm who are looking to appoint an experienced Client Service Executive. This permanent, full-time appointment is based in Bristol and offers an excellent salary and benefits package.The purpose of the Client Service Executive is to be the main point of contact for client enquiries and work directly with the investment management team to deliver excellent service.Duties

End-to-end management of client life cycle processes
Developing and maintaining relationships with clients and business stakeholders.
Understand client requirements and support the investment teams with documents such as financial questionnaires.

Suitable candidates must have:

Experience working in a financial services environment for example client services or investment operations
Excellent communication skills
The ability to manage one's own workload
An ambitious and growth mindset

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