Summary

This client services executive role supports portfolio managers and directors within Cazenove Capital's charity investment team. The position handles client administration, onboarding, regulatory processes and reporting while working flexibly from the London office and mentoring less experienced colleagues.

Responsibilities

• Process client cash transfer requests and overdrafts
• Manage new client onboarding and asset transitions
• Maintain static data and authorised signatory lists
• Respond to client and adviser enquiries
• Prepare portfolio valuations and meeting packs
• Test systems and improve internal processes
• Mentor colleagues and support team training