Client Membership and Events Manager BR-1287 Client Membership and Events Manager for busy tech consultancy - £55 - 60K plus benefits This is fantastic opportunity to join a growing tech company, as part of a newly-developed team focused on their customer network; nurturing relationships across current and past clients across all industries (including retail, ecommerce, AI and public sector). This is a key role which will involve client contact at a senior level, both B2B with technology leaders and also internally as the company's Founders and CEO are invested in this project and its potential for success. With a commercial focus your work will centre upon ensuring that client network members feel added value from this community which should feed into positive engagement, loyalty and repeat business. You will work across these key areas: Member Relationship Management - including understanding what client interests are and fostering rapport to build engagement. Event Design and Delivery - planning and delivering regional UK events including operations and logistics. These could include workshops, roundtables, socials and networking. Member Recruitment - by identifying members from current and past clients and introducing them to the network and its benefits. Your experience: 5+ years' experience in customer success / membership / community management / alumni or client relationship management in a B2B environment. Corporate events background - design and facilitation for senior business audiences. Demonstrative skills in relationship management; fostering trust and rapport. Strong communication skills at CEO and equivalent level. Marketing and or tech experience and interest. Working closely with two colleagues including their Marketing Manager - longer term this project could be rolled out internationally so additional scope for the right candidate. A very strategic team who are hands-on, practical and thrive in an entrepreneurial HQ environment. You will be joining a successful, well-regarded and growing business who look after both their clients and employees very well. This is a full-time role, hybrid working with 2-3 days per week in a newly refurbished office London (Farringdon) with space for both team and client events. £55 - 60,000 plus very good benefits including enhanced pension, training, private medical and discretionary bonus. Will include after hours events (c. 9pm finish / c. once a month / in London).
Jan 29, 2026
Full time
Client Membership and Events Manager BR-1287 Client Membership and Events Manager for busy tech consultancy - £55 - 60K plus benefits This is fantastic opportunity to join a growing tech company, as part of a newly-developed team focused on their customer network; nurturing relationships across current and past clients across all industries (including retail, ecommerce, AI and public sector). This is a key role which will involve client contact at a senior level, both B2B with technology leaders and also internally as the company's Founders and CEO are invested in this project and its potential for success. With a commercial focus your work will centre upon ensuring that client network members feel added value from this community which should feed into positive engagement, loyalty and repeat business. You will work across these key areas: Member Relationship Management - including understanding what client interests are and fostering rapport to build engagement. Event Design and Delivery - planning and delivering regional UK events including operations and logistics. These could include workshops, roundtables, socials and networking. Member Recruitment - by identifying members from current and past clients and introducing them to the network and its benefits. Your experience: 5+ years' experience in customer success / membership / community management / alumni or client relationship management in a B2B environment. Corporate events background - design and facilitation for senior business audiences. Demonstrative skills in relationship management; fostering trust and rapport. Strong communication skills at CEO and equivalent level. Marketing and or tech experience and interest. Working closely with two colleagues including their Marketing Manager - longer term this project could be rolled out internationally so additional scope for the right candidate. A very strategic team who are hands-on, practical and thrive in an entrepreneurial HQ environment. You will be joining a successful, well-regarded and growing business who look after both their clients and employees very well. This is a full-time role, hybrid working with 2-3 days per week in a newly refurbished office London (Farringdon) with space for both team and client events. £55 - 60,000 plus very good benefits including enhanced pension, training, private medical and discretionary bonus. Will include after hours events (c. 9pm finish / c. once a month / in London).
PA PA / Associate in Investment Management - administrative duties plus Finance Operations and HNW Client Contact - £40-45,000 plus bonus and benefits This is an involved role joining a growing Investment Management firm whose clients are HNWIs. You will work as a Client Executive, supporting Portfolio Managers in a role which combines PA duties with specific administration relating to clients' portfolios, so a financial background good numerical skills are preferred. Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking - you will be involved in broad support for your two bosses who have a busy, established client base. Duties will include: - Administrative and PA duties including arranging meetings / booking travel - Transactional work including making and receiving payments for / from clients - Liaison with external stakeholders (legal / finance) - Building client relationships (HNWIs) Investment presentation and valuations statements (PowerPoint) - Extensive liaison with internal teams regarding client lifecycle This role would suit someone with at least one year's experience in a similar environment in Finance / Investment Management. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role. Great office and team environment, excellent onboarding and training process as well as mentoring from senior Investment colleagues. Mayfair location with 1-2 days WFH per week (hybrid role after probation). £40-45,000 plus enhanced pension, discretionary bonus and private medical insurance
Jan 29, 2026
Full time
PA PA / Associate in Investment Management - administrative duties plus Finance Operations and HNW Client Contact - £40-45,000 plus bonus and benefits This is an involved role joining a growing Investment Management firm whose clients are HNWIs. You will work as a Client Executive, supporting Portfolio Managers in a role which combines PA duties with specific administration relating to clients' portfolios, so a financial background good numerical skills are preferred. Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking - you will be involved in broad support for your two bosses who have a busy, established client base. Duties will include: - Administrative and PA duties including arranging meetings / booking travel - Transactional work including making and receiving payments for / from clients - Liaison with external stakeholders (legal / finance) - Building client relationships (HNWIs) Investment presentation and valuations statements (PowerPoint) - Extensive liaison with internal teams regarding client lifecycle This role would suit someone with at least one year's experience in a similar environment in Finance / Investment Management. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role. Great office and team environment, excellent onboarding and training process as well as mentoring from senior Investment colleagues. Mayfair location with 1-2 days WFH per week (hybrid role after probation). £40-45,000 plus enhanced pension, discretionary bonus and private medical insurance
EA EA in Investment Management - 12-month FTC EA duties plus Finance Operations and HNW Client Contact - up to £50K plus bonus and benefits This is an involved role joining a growing Investment Management firm whose clients are HNWIs. Supporting a Director / Head of Department in a role which combines EA/PA duties with specific administration relating to clients' portfolios, so a financial background good numerical skills are preferred. Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking - you will be involved in broad support for your boss who has a busy, very established HNWI client base. Duties will include: Administrative and PA duties including arranging meetings / booking travel Transactional work including making and receiving payments for / from clients Liaison with external stakeholders (legal / finance) Building client relationships (HNWIs) Investment presentation and valuations statements (PowerPoint) Extensive liaison with internal teams regarding client lifecycle This role would suit someone with at least two years' experience in a similar PA / EA role. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role. Great office and team environment, excellent onboarding and training process as well as mentoring from senior Investment colleagues. Great Mayfair location with 1-2 days WFH per week (hybrid role after probation). Up to £50,000 pus bonus and very good benefits package
Jan 19, 2026
Full time
EA EA in Investment Management - 12-month FTC EA duties plus Finance Operations and HNW Client Contact - up to £50K plus bonus and benefits This is an involved role joining a growing Investment Management firm whose clients are HNWIs. Supporting a Director / Head of Department in a role which combines EA/PA duties with specific administration relating to clients' portfolios, so a financial background good numerical skills are preferred. Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking - you will be involved in broad support for your boss who has a busy, very established HNWI client base. Duties will include: Administrative and PA duties including arranging meetings / booking travel Transactional work including making and receiving payments for / from clients Liaison with external stakeholders (legal / finance) Building client relationships (HNWIs) Investment presentation and valuations statements (PowerPoint) Extensive liaison with internal teams regarding client lifecycle This role would suit someone with at least two years' experience in a similar PA / EA role. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role. Great office and team environment, excellent onboarding and training process as well as mentoring from senior Investment colleagues. Great Mayfair location with 1-2 days WFH per week (hybrid role after probation). Up to £50,000 pus bonus and very good benefits package