Client Relationship Executive

Practice Group / Department:

Our London office is currently recruiting for a Client Relationship Executive ("CRE") . As well as the relevant skills and experience, we're looking for people who are innovative, commercial and value the work that they do. We celebrate multiple approaches and points of view and believe diversity drives innovation, so we're building a culture where difference is valued.

The Role

We are looking for a driven and enthusiastic CRE to join our Client Development team in Europe, Middle East and Asia (“EMEA” ). You will be joining a dedicated and friendly client team, predominately supporting two Client Relationship Managers (“CRMs” ) on the management of their portfolio of clients. You will also gain programme wide experience by supporting the EMEA Director of Client Development and the EMEA Client Programme Manager with the running of strategic client initiatives to develop and share best practice across the firm.

Key Responsibilities

The CRE will be expected to support their CRMs in all aspects of account and strategic key account relationship management including market research, networking events, financial analysis and reporting, bid support and creation of marketing materials, and client feedback, responsibilities could include (but not limited to):

• Client intelligence:
  • Sourcing and analysing client research (annual reports, client investor calls, ESG reports etc) to help identify opportunities and trends with clients in your portfolio to aid strategic client planning, training and knowledge opportunities; and
  • Maintain, update and supplement client relationship maps to ensure the firm have accurate visibility of our client relationships and their strengths.

• Reporting:
  • Preparing bespoke client facing material/reports in line with clients requests;
  • Assisting the client relationship managers in producing regular client and programme reports (both internal and external), as well as financial analysis using the firm's financial reporting systems; and
  • Helping share knowledge of client activities centrally to feed into management reporting. 

• Client management/service:
  • Working with the compliance teams to respond to client procurement requests;
  • Working with our colleagues in our knowledge team to identify new opportunities for client training or knowledge sharing with our clients; and
  • Working with HR contacts to help with the management of client secondees;
  • Working with finance colleagues to ensure any client billing requirements are met.

• Opportunity management:
  • Assisting CRMs and our bids team with sales/opportunity management (including support on panel renewals);
  • Creating and updating marketing materials to drive sales opportunities for the firm;
  • Working closely with the relevant industry/practice business development teams to stay up to date with our client campaigns and offerings to take to clients; and
  • Share best practice by providing feedback to business development and our projects and campaigns teams to advise them on client needs and hot topics helping to drive client engagement.

• Account management:
  • Attending internal account meetings and recording actions with support of trainees;
  • Updating and maintaining information repositories with CRMs to ensure internal information flow is maximised;
  • Updating and maintaining individual client pages on the intranet and email client distribution groups with the help of the client development assistant/Newcastle hub; and
  • Assisting CRMs in tracking matters for post-matter feedback and identifying client contacts to be approached for client satisfaction interviews and assisting with follow up.

• Event management:
  • Helping the CRMs to manage and deliver a range of different client facing initiatives such as training CSR/D&I and social activities as necessary, in coordination with the events team; and
  • Proactively work with CRMs to think of new ways to engage with client contacts.

Skills and Experience Required

• Graduate degree and/or holder of or studying for a professional marketing qualification or equivalent.
• Practical, driven and efficient self-starter with strong organisational skills.
• Flexible and enthusiastic.
• Excellent written and spoken communication skills.
• Strong stakeholder management skills.
• Collaborative and enjoys working as part of a high-performing team but also can take responsibility to work independently.
• Proactive, action-oriented and willing to take initiative.
• Adaptable individual who is able to work in a fast-paced environment and handle competing priorities.
• The candidate will ideally have professional services and business development experience.

Our clients come first and whilst we have a high performance culture and work hard as a team, in return we offer range of competitive benefits including:

• 25 days hols + Bank hols - Buy up to 5 days
• GP Service
• Bupa Healthcare
• Pension
• Flexible working

#LI-JC1

To attract the best people, we strive to create a diverse and inclusive environment where everyone can bring their whole selves to work, have a sense of belonging, and realize their full career potential. 

Our new enabled work model allows our people to have more flexibility in the way they choose to work from both the office and a remote location, while continuing to deliver the highest standards of service. We offer a range of family friendly and inclusive employment policies and provide access to programmes and services aimed at nurturing our people’s health and overall wellbeing. Find more about Diversity, Equity and Inclusion here .

We are proud to be an equal opportunities employer and encourage applications from individuals who can complement our existing teams. We strive to create an inclusive and accessible recruitment process for all candidates. If you require any tailored adjustments or accommodations, please let us know here .