Montpellier Resourcing

About the Company

Montpellier are a leading holistic recruitment firm focusing on:

~ Accountancy
~ Banking
~ Compliance
~ Credit
~ Corporate Actions
~ Financial Services
~ Front Office
~ FX
~ Risk
~ Treasury

Our values to ‘deliver unequalled service to Candidates and Clients’ are:

Excellence - consistently delivering a service of the highest quality whilst continuously striving to exceed expectations.

Honesty - providing impartial and constructive advice and feedback to our clients and candidates.

Integrity - we are committed to working our hardest for you whilst conducting our business with the utmost discretion.

Listed Jobs

Company Name

Montpellier Resourcing

Job Title

Client Service Executive (Investment Management)

Job Description

**Job Title:** Client Service Executive (Investment Management) **Role Summary:** Support Investment Directors by managing the full client lifecycle, delivering high‑quality service, and maintaining strong client relationships for a boutique investment management firm. **Expectations:** - Provide professional, client‑focused service with strong attention to detail. - Meet deadlines and manage time effectively in a fast‑growing environment. - Identify and propose process improvements. - Collaborate seamlessly with internal teams and external partners. **Key Responsibilities:** - Manage end‑to‑end client onboarding, account opening, transfers, payments, and amendments. - Support quarterly portfolio valuations and related administration. - Serve as primary contact for client queries; lead discussions in client meetings. - Gather and relay information to support client suitability assessments. - Foster and maintain long‑term relationships with clients and stakeholders. - Work closely with Investment Managers and external partners to ensure smooth operations. **Required Skills:** - Proven experience in client‑facing roles within investment management or financial services. - Strong interpersonal and communication abilities. - Excellent time‑management and organizational skills. - High level of accuracy and attention to detail. - Proficient with Microsoft Office (Word, Excel, PowerPoint) and general IT aptitude. **Required Education & Certifications:** - Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent experience). - Professional certifications (e.g., CFA, ICAEW) are advantageous but not mandatory.

London, United kingdom

Hybrid

23-02-2026