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Client Services Executive

  • Location: London
  • Salary: Competitive
  • Contract hours: FullTime

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About the job

Company Description

Link Asset Services is a fast growing, dynamic business with market leading positions across our areas of expertise – funds, market services, corporates and private client, and banking and credit management services. With offices across the UK and Europe we are part of Link Group who are headquartered in Australia. A truly global organisation, Link Group provides us with a strong platform to realise our growth ambitions and continue to build on our success.

You can play a key part in this – at Link Asset Services we recognise the importance of supporting and developing our people, so we listen to colleagues, train our teams and invest in great working environments. Add to that a culture that champions respect and integrity, a diverse and inclusive colleague base and a commitment to positively influence the communities we work with and you’ll get a flavour of life at Link. At the bottom of this role advert, you’ll find more information on why you’ll enjoy working with us…

Job Description

We are looking to recruit into our Client Executive team by recruiting high calibre candidates to further strengthen the team that provides support to Client Relationship Managers in delivery of treasury advice to local authorities. The role provides the opportunity to assist and shadow senior staff, work directly with our clients, whilst learning the professional aspects of the treasury field, with a view to advancing a career in this area.

Main Responsibilities: • Keep in constant contact with clients via telephone calls, emails and meetings to provide any necessary support and market updates.• Produce client meeting presentations, which include economic updates, interest rate forecast, balance sheet review, summary of prudential indicators, debt portfolio analysis and investment analysis. • Monitor ratings bulletins from Fitch, Moody’s and Standard & Poor’s and produce credit rating updates to the client highlighting the rational of the change in rating and its effect in Link’s credit methodology.• Production of monthly investment reports for clients.• Production of quarterly benchmarking reports.• Monitor and update clients’ debt portfolios.• Follow fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications.• Write economic bulletins, which review gilt market movements and major economic events. You will need to have an appreciation of fundamental market drivers.• Compile and despatch regular new updates to clients.• Produce tender responses to retain and win new business.• Maintain client data base through Link’s passport system.• Attend client seminars.


Required:• Excellent interpersonal skills.• High standard of written and spoken English.• Strong analytical ability with a particular emphasis on quantitative and IT skills; knowledge of MS Excel (Macros, VBA desirable), Word and PowerPoint is essential.• Conscientious worker with particular attention to detail.• Must have a degree, or equivalent academic qualification or demonstrable experience in financial services; proficiency in Economics/ Accounting/ Computers and Mathematics will be highly beneficial.

Desirable: • Knowledge of financial markets.• Experience in client service.• Knowledgeable in MS Excel Macros and Visual Basic for Applications.

Additional Information

Link Group’s purpose statement ‘Together we achieve’ reflects how much we value working together: with each other; with our clients; and with third parties, to help everyone achieve success – both personal and professional

We have an ongoing commitment to career progression, training and education as well as a competitive compensation and benefits package that under pins this.

At Link, you’ll find we support achievement and celebrate success. So, if you want to be a part of this, click the ‘I’m Interested’ or Apply button…



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Did you know that Zoek has over 100,000 UK jobs available, your next job could be a click away! Start a new job search on Zoek!