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Client Service Executive (6-7 month Contract)

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Date Posted

28 April 2022



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We are working with a highly reputable investment management firm who are looking to hire a Client Services Executive join the team.

The successful hire will have a high level of Client Services Executive  will take responsibility for the following duties:

  • Deputy to the Head of Client Services and will act as a primary point of contact for clients.
  • Strive to understand the client’s business and operating models and develop strategies to enable a more effective interaction.
  • Coordinate and manage the client onboarding for segregated account capabilities.
  • Engage in proposals to develop the services and solutions in place for our clients.
  • Develop and maintain client relationships on aspects of managing and administering their investments.

The Client Services Executive will meet the following criteria:

  • Investment Management Certificate.
  • Entrepreneurial flair.
  • Works well under pressure and deadlines.
  • Have an understanding and interest in capital markets and investment products.
  • Excellent Salesforce skills – good understanding of the CRM process.

Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

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