Client Relationship Executive - Charities
LegalAndGeneral · London
2 weeks ago
HybridFull_timecharity and non-profit clientsinvestment managementfinancial services
2 weeks ago
Workplace
Hybrid
Employment
Full_time
Location
London
Posted
2 weeks ago
Summary
The client relationship executive supports existing charity and non-profit clients and helps progress new business activity at L&G. The role coordinates client communications, meeting materials and administration, and is offered as a 12-month fixed-term contract.
Responsibilities
- Prepare presentations, pitch documents, and meeting packs
- Coordinate and track client enquiries and requests
- Maintain client records and coordinate relationship reviews
- Schedule client meetings and prepare agendas and notes
- Support proposals and progress new business opportunities
- Record client interactions and business development actions
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charity and non-profit clientsinvestment managementfinancial servicesclient relationship managementsales support
