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Client Relationship Executive

Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/KH/28561
Contact Kirsty Pineger
Date posted 11-04-2018

The purpose of this role is to be a productive and effective member of support and service within the Client Relationship team and under Client Relationship Managers and their portfolio of clients.

• Keeping up an great level of relationship and sales support to clients on behalf of CRMs, being their first port of call when the CRMs are unavailable.
• Any Client issues or queries are to be met and resolved using information and advice gained internally.
• Using any leads to maximise revenue for the company through sales.
• The preparation of meeting packs for client meetings.

• Relevant experience in a similar company.
• Degree educated (2:1 Candidates will be favoured).
• Client service experience and experience with institutional Clients.
• It is important to have great communication and negotiation skills.

For more information on this role or to discuss other opportunities in financial services please contact Rose Dean on 0203 145 3342 or

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Contact Kirsty about this job

Director, Investment & Middle Office