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- Tasks: Join our team to manage and support investor services with precision and care.
- Company: We're a dynamic firm in Guildford, focused on delivering top-notch investment solutions.
- Benefits: Enjoy hybrid working, earning between £25-30k, and a supportive team environment.
- Why this job: This role offers hands-on experience in finance, teamwork, and the chance to make an impact.
- Qualifications: Prior private client experience and strong IT skills are essential; GCSE education required.
- Other info: Be part of a proactive team that embraces change and values your input.
The predicted salary is between 20000 - 30000 £ per year.
Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working is available, with 3 days each week being office based. Earn £25-30k, depending on experience. We are ideally looking for candidates who have prior private client experience. Responsibilities: – Process and administer Fund Managers business timely and accurately. – Support the management of Portfolio Management business. – Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external). – Act as a point of escalation between Fund Managers and Portfolio Managers. – Support and proactively manage projects as they relate to Investor Services. – Be proactive in managing the launch and ongoing administration of the distribution portal. – Service clients and advisers timely and accurately, and in line with the propositions. – Support any testing or project requirements relating to operational or regulatory changes Key skills / experience: – Good IT skills / ability to use Microsoft Office and Excel- Attention to Detail- Excellent organisation and time management skills- Proactive approach- Able to work under pressure and to tight timescales- Teamwork- Embracing Change- Planning & Organising- Enquiring mindset- Flexible, driven and determined- Excellent communication skills- Business and commercial awareness- Good numeracy skills- Educated to GCSE le…
Investor Services Associate employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Services Associate
✨Tip Number 1
Familiarize yourself with the specific platforms and tools used in investor services. Understanding how to navigate these systems will give you a significant edge during the interview process.
✨Tip Number 2
Highlight any previous experience you have with private clients or fund management. Be ready to discuss specific examples of how you've successfully managed client relationships or projects in the past.
✨Tip Number 3
Demonstrate your proactive approach by preparing questions about the company's current projects and challenges in investor services. This shows your genuine interest and willingness to contribute from day one.
✨Tip Number 4
Practice articulating your organizational and time management skills. Be prepared to share strategies you've used to manage tight deadlines and multiple tasks effectively, as this is crucial for the role.
We think you need these skills to ace Investor Services Associate
Some tips for your application 🫡
Tailor Your CV: Make sure to customize your CV to highlight relevant experience in private client services and any specific skills mentioned in the job description, such as attention to detail and excellent communication skills.
Craft a Strong Cover Letter: Write a cover letter that clearly outlines your motivation for applying and how your background aligns with the responsibilities of the Investor Services Associate role. Mention your proactive approach and ability to work under pressure.
Highlight Relevant Experience: In your application, emphasize any previous roles where you managed client relationships or worked with fund management. Use specific examples to demonstrate your skills in organization and time management.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to eliminate any errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Private Client Experience
Make sure to highlight any previous experience you have with private clients. Discuss specific examples where you successfully managed client relationships or handled sensitive information, as this will demonstrate your suitability for the role.
✨Demonstrate Your IT Proficiency
Since good IT skills are essential for this position, be prepared to discuss your experience with Microsoft Office and Excel. You might even want to mention any specific projects where you utilized these tools effectively.
✨Emphasize Your Attention to Detail
Given the nature of the role, attention to detail is crucial. Prepare to provide examples of how you've ensured accuracy in your work, especially when processing and administering business tasks.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle pressure and tight deadlines. Think of scenarios where you successfully managed multiple tasks or projects simultaneously, and be ready to share those experiences.
