Client Service Executive

Job Summary:
We are seeking a Client Service Executive on a 6-month contract to strengthen the Client Services team’s capacity to deliver high-quality servicing to institutional and intermediary clients. This role supports the Client Services function by delivering high-quality presentation materials, overseeing client reporting accuracy and timelines and ensuring effective issue tracking and resolution. It also contributes to operational coordination, process improvements and project support, while leveraging AI tools and technology to enhance efficiency and service delivery

Key Responsibilities:
1. Presentation Materials Preparation
• Prepare high-quality presentation materials for portfolio review meetings and member briefings.
• Assist in preparing concise briefing notes that highlight key client issues, meeting objectives and required follow-up actions.

2. Client Report Quality & Status Monitoring
• Monitor and review client reporting outputs to ensure accuracy, completeness and adherence to internal standards with timely escalation of any discrepancies or control gaps.
• Track reporting status and delivery timelines, maintaining visibility on progress and proactively following up with the reporting team to ensure timely completion.

3. Issue Tracking & Escalation Management
• Maintain accurate logs of client queries, incidents and escalated issues.
• Track open issues through to resolution and ensure timely follow-up with internal stakeholders.
• Prepare clear management information for reporting, including issue status, trends and key follow-up actions.

4. Project & Operational Support
• Support ongoing Client Services and Client Group initiatives with clear tracking, coordination and delivery discipline.
• Contribute to process improvements and maintain clear documentation where required.
• Handle ad-hoc client or internal requests as assigned, ensuring appropriate prioritisation and follow-through.
• Help enhance service delivery standards and operational efficiency through practical, client-focused improvements.

5. Digital & AI Enablement
• Apply AI tools (e.g. for data summarisation, presentation drafting, workflow design) to streamline client servicing tasks and to improve efficiency.

• Identify opportunities to automate or simplify manual processes and support implementation where appropriate.
• Stay updated on emerging technologies (including AI) and proactively suggest enhancements to workflows.

Requirements:
• 3 – 5 years of relevant experience in client servicing, data management or operations
• Strong digital literacy and comfort working with new systems and tools
• Hands-on experience or familiarity with AI-enabled tools (e.g. Copilot, ChatGPT, automation tools)
• Ability to leverage technology to improve productivity, data handling and reporting
• Strong coordination and stakeholder management skills, with the ability to work across functions
• High attention to detail, with the ability to manage multiple priorities effectively
• Detail-oriented mindset with a strong focus on accuracy and quality