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- Tasks: Join our Operations team as a Client Services Specialist, executing client orders and resolving operational issues.
- Company: We're a leading name in investment management, known for our growth and success.
- Benefits: Enjoy a permanent position with opportunities for professional development and a dynamic work environment.
- Why this job: Be part of a high-performing team, enhance client satisfaction, and make impactful operational improvements.
- Qualifications: Experience in Transfer Agency or Client Services, strong communication skills, and data management expertise required.
- Other info: This is a competitive role; apply now to stand out!
The predicted salary is between 36000 - 60000 £ per year.
An exciting opportunity has arisen to join a boutique investment management firm who are looking to hire aClient Services Specialist. This role is permanent and is best suited to candidates with a work history in sales support and client management.
TheClient Services Specialist will take responsibility for the following duties:
- Support the team with managing and monitoring clients, including ensuring all information is up to date and responding to client queries.
- Responsible for a smooth client experience from new account openings to closures.
- Build essential relationships with internal teams and external contacts.
- Proactively develop an understanding of the business’ funds, process’ and resources.
- Actively contribute on ad-hoc projects across the team, as they arise.
The Client Services Specialist will meet the following skillset:
- Minimum 2-3 years’ client services experience.
- An interest and ideally experience in investment management.
- Degree educated or equivalent.
- Ability or fluency in a European language is preferable.
- Passionate and knowledgeable about investment strategies and asset management.
- The ability to build strong relationships both internally and externally.
- Client focused with the determination to exceed expectations
- Proactive and well-organised individual with strong analytical skills.
If you believe your experience meets the criteria of Client Services Specialist, please apply with a copy of your CV.
Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”
Apply for this job
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Client Services Specialist employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Specialist
✨Tip Number 1
Familiarize yourself with the investment management sector and the specific services offered by the company. Understanding their operations will help you speak confidently about how you can contribute to enhancing client service.
✨Tip Number 2
Network with professionals in the industry, especially those who work in client services or transfer agencies. This can provide you with insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with operational oversight and data management in detail. Be ready to share specific examples of how you've handled high volumes of data and resolved operational issues.
✨Tip Number 4
Demonstrate your ability to collaborate across departments. Think of instances where you've successfully worked with teams like Front Office or Sales, as this will show your capability to enhance interdepartmental communication.
We think you need these skills to ace Client Services Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Transfer Agency or Client Services. Emphasize your operational oversight knowledge and any experience dealing with high volumes of data.
Craft a Strong Cover Letter: Write a cover letter that showcases your confidence in communicating across departments. Mention specific examples of how you've enhanced operational procedures or resolved client issues in the past.
Highlight Key Skills: In your application, clearly outline your skills related to client service and operational efficiency. Use keywords from the job description to ensure your application stands out.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Mason Blake
✨Showcase Your Client Service Experience
Be prepared to discuss your previous roles in client services or transfer agency. Highlight specific examples where you successfully managed client orders and resolved operational issues, demonstrating your ability to maintain high service levels.
✨Demonstrate Operational Knowledge
Familiarize yourself with the operational oversight processes relevant to investment management. Be ready to explain how you've enhanced operational procedures in past roles and how you can bring efficiencies to the new position.
✨Communicate Confidently Across Departments
Since the role requires interaction with various departments, practice articulating your thoughts clearly and confidently. Prepare examples of how you've collaborated with teams like Front Office and Sales to achieve common goals.
✨Prepare for Data Management Questions
Given the emphasis on handling high volumes of data, be ready to discuss your experience with processing controls and data management. Think of instances where you've dealt with high-value transactions and how you ensured accuracy and compliance.
