Client Account Executive

About the role

The role is within the Centre of Excellence business unit. The focus of the CAE role is to deliver an efficient, high quality and responsive support service on all client engagements, adding value and maximising time for client staff to focus on engagements.

In addition to supporting and driving good commercial behaviours for reviewers the CAE role supports engagement teams with the non judgemental, administrative activities that need to be completed as part of delivering a successful client engagement

• Administration and analysis: including, keeping business trackers updated, co-ordinating confirmations with 3rd party investment managers, running/analysing financial data and working with key stakeholders in order to meet business targets.
• Attending internal meetings with senior leaders in order to provide insight into their business metrics and progress against targets, whilst making recommendations to improve metrics.
• Coordinating projects with our client teams, including our Alternative Delivery Centres.

• Proven office work experience with strong oral and written communication skills
• Work effectively under pressure with excellent organisation skills and ability to prioritise work, especially when there are conflicting demands.
• Ability to interpret financial data and produce relevant reports.
• Pragmatic in your approach to problem-solving.
• Attention to detail and the personal motivation to perform your role to the highest standards.
• Always punctual, flexible and responsive in how you approach your work.