Hybrid Investment Client Services Lead for Charities

Montpellier Resourcing has a fantastic opportunity for a Client Service Executive in the Charities division within an established Investment Management firm. You will own the full client lifecycle, prepare meeting packs and presentations, and lead quarterly reporting.

The role requires strong Excel/PowerPoint skills, client-facing confidence, and a good grasp of wealth management processes. You will join a team that operates with a central model but embedded locally, offering hybrid working and

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