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Client Relationship Executive

Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/KH/29258
Contact Kirsty Pineger
Date posted 06-07-2018

Client Relationship Executive

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.

If you would like to apply to this position please get in touch with Rose Dean at or on 02031453342.

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Contact Kirsty about this job

Director, Investment & Middle Office