Client Relationship Executive - Charities

About this role

We're looking for a Client Relationship Executive to support our Charity and Non-Profit client team, helping to deliver a high-quality service experience for existing clients while supporting new business and relationship development activities. Working closely with Client Directors and Relationship Managers, you'll play a key role in coordinating client communications, preparing materials for meetings and pitches, managing client-related administration and helping ensure client requests are handled efficiently and professionally.

This is a 12 month fixed term contract. What you'll be doing Providing day-to-day support to Client Directors and Client Managers, working with charity and non-profit clients Assisting with the preparation of client presentations, pitch documents, meeting packs, reports and other supporting materials Supporting the coordination and resolution of client enquiries, ensuring requests are tracked and progressed in a timely manner Supporting client relationship management activities, including maintaining client records, coordinating reviews and preparing follow-up communications Coordinating logistics for client meetings, events and conference calls, including scheduling, agenda preparation and note-taking Supporting new business and sales activity by helping to identify opportunities, preparing proposal materials and ensuring opportunities are progressed effectively Working closely with colleagues across investment, operations, marketing and client service teams to gather information and deliver client requests Maintaining accurate records of client interactions, business development activity and key actions to support effective relationship management Who we're looking for A strong client-service mindset with an interest in supporting charity and non-profit organisations Excellent organisational skills and the ability to manage multiple tasks and priorities effectively Comfortable preparing presentations, reports and meeting materials with a high degree of accuracy and attention to detail Strong written and verbal communication skills with confidence interacting with both internal and external stakeholders Experience supporting client relationships or general sales support within a financial services environment A proactive and collaborative approach with a willingness to learn and develop Excellent Microsoft Office skills, particularly PowerPoint, Excel and Word An interest in investment management, financial services or the charity sector Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you.