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Client Relationship Executive - Charities

LegalAndGeneral · London

2 weeks ago

HybridFull_timecharity and non-profit clientsinvestment managementfinancial services

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