Client Services - Financial Services

  • Location
    London, Greater London
  • Category
    Banking - Client Services
  • Contract Type
    Permanent
  • Salary
    £ 45000 - £ 50000 / Year
  • OrganizationType
    Home/Office

A leading private equity house managing investment opportunities for a expansive network of high net-worth individuals, family offices, wealth managers and IFAs. With an executive team boasting over 100 years of collective experience in SME investment, is renowned for its leading expertise in structuring and delivering growth funding to SMEs.


JOB ROLE: Head of Client Services


INDUSTRY: Private Equity Firm


SALARY: £50k


LOCATION: West End / Hybrid



MAIN DUTIES AND RESPONSIBILITIES:



  • Lead, support and supervise the Client Services team in order to provide a first-class client experience.

  • Collaborate effectively with the Investment, Investor Relations, and Management teams to ensure deadlines and client expectations are being met.

  • Continually seek and develop internal process improvements and efficiencies, which are then clearly documented.

  • Oversee the upkeep of an accurate, secure, and intuitive CRM system and Client Portal.

  • Recruit, nurture and retain excellent team members, providing learning and development opportunities wherever possible.

  • Maintain a comprehensive understanding of regulatory requirements, ensuring that all team members invariably meet those requirements.

  • Monitor client communications to check that all are written to a high standard, issued in a timely manner, and express the desired tone and image of the brand.

  • Perform Root Cause Analysis on issues and delays to prevent future reoccurrence.

  • Lead and deliver key projects that impact the client experience.

  • Plan and manage regular investor networking events.



SKILLS, EXPERIENCE AND ATTRIBUTES REQUIRED:



  • 5+ years' experience in Financial Services.

  • Experience in a leadership role.

  • Strong communication and interpersonal skills.

  • Extremely organised and reliable.

  • Ability to pre-empt potential obstacles and use initiative to swiftly problem solve.

  • Comfortable using the full Microsoft Office suite, Excel in particular.

  • Experience with Zoho/Salesforce or similar.



If applying via the OA website please send to me directly on WestEnd@Office-Angels.com


This opportunity is being advertised by the Office Angels West End team.


Thank you for your interest in this role. All successful applications will be contacted within 5 working days. Due to the high volume of applications we receive we do ask for your patience to wait to hear from the consultant rather than to call us directly.


If you have not heard after 5 working days then unfortunately we were unable to consider your application on this occasion.


Office Angels West End branch look after roles in the following locations and all areas in between: Oxford Circus, Oxford Street, Covent Garden, Tottenham Court Road, Euston, Regent Street, Piccadilly, Leicester Square, Camden, Bond Street, Marble Arch, Marylebone, Mayfair, Baker Street, Edgware Road, Regents Park, St Johns Wood, Primrose Hill, Paddington, Hampstead.


Our Retail team looks after Fashion and beauty roles nationally.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Nikki Toumba