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Customer Services Executive - Investment Management

  • Glasgow, Glasgow
  • Permanent
  • £23-25K plus bonus plus benefits

Job details.

Customer Services Executive - Investment Management Operations

Glasgow - Salary negotiable around £23,000-25,000 plus company benefits and bonus 

MBF Recruitment are currently working with one of the UK's largest Wealth Management Organisations who specialise in providing Financial Advice and Investment Management Solutions to private clients and businesses throughout the UK. They are currently looking to Recruit an Operations Executive to provide support to their customers

The position is a Customer Services focused role, with the company able to offer excellent training upon joining the business. Therefore the role is suitable to Graduates, School Leavers and 2nd Jobs as well as expereinced Customer Services professionals. 

As an Operations Executive, you will play a pivotal role in ensuring their customers receive a first class customer service while upholding the highest standards of compliance. Your responsibilities will include:

  • Performing daily operations and administrative tasks
  • Facilitating the onboarding of new clients 

  • Promptly addressing client inquiries via telephone, email, and written correspondence

  • Contributing to process enhancements and participating in ad-hoc projects to improve service delivery.
  • Providing support and training to team members, fostering a positive and collaborative work environment.

To excel in this role, you should possess:

  • A keen interest in financial services and investment management.

  • Proficiency in Microsoft Office, particularly Word and Excel.
  • Strong interpersonal and communication skills.
  • Ability to work both independently and collaboratively within a team.
  • Excellent problem-solving abilities and attention to detail.
  • Effective time management skills and the ability to meet deadlines.
  • Flexibility in handling changing priorities.

Professional Qualifications and Education:

  • Scottish Higher / GCSEs (or equivalent) at level C or higher in relevant subjects.
  • Relevant professional qualifications such as CISI Investment Operations Certificate (desirable but not essential).

On offer: 

  • The company are able to offer a competitive basic starting salary of between £23,000-25,000

  • Comprehensive benefits package including Pension, Life insurance, Holiday allowance

  • Study support for those looking for further professional development 

  • Genuine opportunities for progression


  1. Financial Services
  2. Asset & Investment Management

David Everingham

Director - Financial Services

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