Skills

Communication Salesforce Monitoring Sales Oral and Written Communication Agile client interactions

Job Specifications

Head of Client Services

Location | London (Mayfair)

RP14808

Permanent

A UK-based private equity and investment firm is seeking a Head of Client Services. The firm prides itself on its agile approach to supporting UK growth-stage businesses across various sectors, emphasising innovation, sustainability, and impactful growth. With a history of active investment, a track record of multiple successful exits, and a growing asset base, the firm offers a unique opportunity to join a reputable team with direct C-suite exposure.

Responsibilities:

Oversee all operational functions, ensuring smooth execution of client onboarding, investment processing, compliance workflows, and internal systems (including management of Salesforce and related platforms).
Manage all investor servicing requirements, including responding to investor queries, coordinating documentation, and ensuring accurate and timely communication across the client lifecycle.
Lead the preparation and delivery of management presentations, investor updates, and internal/external reporting materials for both ongoing investments and new opportunities.
Maintain and update portfolio company information, producing reports, monitoring performance data, and ensuring all stakeholders have up-to-date insights on investment progress.
Own the end-to-end operational backend of the business, coordinating with investment, sales, and executive teams to ensure processes, reporting, and client interactions operate seamlessly.

Requirements:

7 years+ of industry experience.
Experience within Investor Relations or Client/ Investor Services.
Strong relationship development and management skills, both with external investors and distributors and internal global teams.
Experience within onboarding, reporting and operations.
Excellent oral and written communication skills.
Proven ability to manage multiple demands and projects in a fast-paced work environment, including ability to prioritise time efficiently and handle heavy workloads while remaining attentive to detail.

About the Company

Finatal is the search partner for private capital investors and their portfolio companies. We recruit world-class talent across international markets. Perfectly placed to work on both permanent and interim assignments, we fuse our extensive expertise and broad network to match the strong candidates with the businesses that complement their ambitions. Our exclusive focus is on private capital, recruiting professionals who work with businesses to achieve their value creation goals. Know more