Client Services Executive

Client Services Executive
Bury St Edmunds
£42,000-£50,000 DOE
Pure are delighted to be working with a leading investment management organisation. This is an exciting opportunity to join a highly successful and fast-growing business. The role will focus on supporting the directors of the company, maintaining the CRM database, distributing all client reports and organising meetings, presentations and entertainment. This is a client facing role and will be the first port of call for client and internal enquiries.
The current team have an ambitious business plan to grow the business even further, the successful candidate will play a key role and will be an integral component of this growth stage.
The successful candidate will report directly to a single Director, but in a flat and open team structure where access to and communication with all Board Directors is available and encouraged. This person will, initially with oversight and guidance, be required to execute strategy with a view to working autonomously as they progress.
Key Responsibilities:

• Manage and respond to client enquiries.
• Liaise with clients and legal teams in respect of issues.
• Maintain the CRM database and work with the developers to improve its efficiency and reporting output.
• Liaise with the team to prepare target client lists for new projects.
• Schedule and send all regular client reports.
• Organise meetings and presentations from initial planning through to meeting the clients.
• Assist the team in researching and fostering new client relationships.
• Produce regular reports on all client facing meetings.
• Be responsible for all administration within the team.

Experience and personal qualities:
 

• Experience of successful engagement with all types of clients in a client facing role
• Capable of working within a close-nit team, albeit with a high degree of autonomy.
• Highly organised and self-motivated.
• Excellent written and verbal communication skills.
• Exceptional report writing skills.
• Strong understanding of due diligence processes.
• Highly proficient with Microsoft Excel, Word, Outlook and PowerPoint.

Benefits:

• Competitive salary.
• Discretionary bonus.
• Flexible Working
• Employer’s pension contribution.
• Private medical cover.
• Professional Fees paid.
• 25 days annual leave plus bank holidays.