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Client Services Executive

Job details



Date Posted

22 December 2023



Job Type


Job ID


£60,000 - £80,000


An exciting opportunity has arisen for an experienced professional to join the Client Services team of a leading global Investment Management firm. This position is particularly suited for candidates seeking to enter a position in the lucrative private markets space in an end-to-end role.


Key Responsibilities:

  • Day to day point of contact for investors.
  • Production of bespoke RFPs; responsibility for the end-to-end process, particularly separate account RFPs.
  • Responsible for facilitating client on boarding, distributing welcome packs and reporting information.
  • Work closely with Marketing, Legal, Finance and Fund departments to assist with marketing activity and product communications.
  • Manage, monitor and streamline document and system management.


Candidate Profile:

  • 5+ yrs’ working in real estate or finance.
  • Excellent capability to execute and handle RFPs.
  • Commercial acumen [BD background desirable].
  • Strong project management skills.
  • Salesforce, legal documentation & KYC procedure expertise experience highly desirable.


“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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