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Investment Management Client Service Executive
Location:Exeter
Salary: Up to £33,000
Job Type: Permanent
Hybrid Working: Yes
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 part of a well-respected and growing organisation.
Benefits:
- Hybrid working (3 days in, 2 from home) once probation is complete
- 25 days holiday plus bank holidays
- 10% pension contribution
- Support with professional qualifications
- Opportunities for long-term development and progression
- Be part of a firm that values corporate social responsibility, with a dedicated ethical investing arm
The role:
As a Client Service Executive, you’ll play a key role in supporting high-net-worth clients and the wider investment team. Your focus will be on providing exceptional service and ensuring administrative processes run smoothly across client accounts.
Experience Required:
Previous experience in wealth or investment management or a similar client-focused environment would be a strong advantage.
This is an excellent opportunity for someone looking to grow their career in wealth management with a firm that genuinely supports its people.
