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- Tasks: Engage with clients, manage their needs, and streamline processes in a dynamic investment environment.
- Company: Join a leading Investment Management firm known for exceptional financial services and vibrant team culture.
- Benefits: Enjoy hybrid working, competitive salary up to £33,000, excellent bonuses, and ongoing professional development.
- Why this job: Make a meaningful impact on clients' lives while thriving in a fast-paced, innovative workplace.
- Qualifications: Experience in financial services is preferred; strong communication and IT skills are essential.
- Other info: Be part of a growing team in the heart of Bristol, fostering collaboration and continuous learning.
The predicted salary is between 26400 - 39600 £ per year.
Hybrid working available! Up to £33,000 plus EXCELLENT bonus and benefits.
Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We are on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strives to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization.
As a Client Services Executive, you will be the cornerstone of client interactions, ensuring seamless communication and outstanding service. Duties of the Client Services Executive include:
- Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
- Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You will be instrumental in ensuring smooth portfolio valuation processes.
- Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You will support the Investment Team by gathering essential information to support client suitability.
- Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. Maintaining client records and internal CRM systems.
What we need from you as a Client Service Executive:
- Previous experience working within financial services highly advantageous.
- Client-facing experience within financial services is required.
- Personable and professional with strong time management skills and a keen eye for detail.
- Strong IT skills including Microsoft Office packages.
What’s in it for you:
- Thriving Environment: Join a fast-growing boutique Investment House in the heart of Bristol, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
- Meaningful Client Impact: As a Client Services Executive, you will play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
- Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development.
Client Service Executive (Investment Management) employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive (Investment Management)
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Research the company thoroughly. Understand their values, recent developments, and client base. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role and the firm.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common client service scenarios. Think about how you would handle difficult clients or streamline processes, as these are key aspects of the role.
✨Tip Number 4
Showcase your IT skills during the application process. Familiarise yourself with CRM systems and Microsoft Office tools, as these are essential for the role. Being able to discuss your proficiency confidently can set you apart from other candidates.
We think you need these skills to ace Client Service Executive (Investment Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and client-facing roles. Emphasise skills such as time management, attention to detail, and IT proficiency, particularly with Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your ability to build lasting client relationships. Use specific examples from your past experiences to demonstrate how you can contribute to the firm's success.
Highlight Relevant Skills: In your application, clearly outline your administrative expertise and any experience managing client lifecycle processes. Mention your ability to collaborate effectively with teams and external partners.
Show Enthusiasm for Growth: Express your eagerness to grow within the company and engage in continuous learning. Highlight any previous professional development or training you've undertaken that aligns with the role.
How to prepare for a job interview at Montpellier Resourcing
✨Research the Company
Before your interview, take some time to research the investment management firm. Understand their values, services, and recent developments. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare for Client-Focused Questions
As a Client Services Executive, you'll need to demonstrate your ability to build relationships. Prepare examples from your past experiences where you've successfully managed client interactions or resolved issues. Highlight your communication skills and proactive approach.
✨Showcase Your Administrative Skills
Since the role involves managing client lifecycle administration, be ready to discuss your organisational skills and attention to detail. Provide specific examples of how you've streamlined processes or handled administrative tasks in previous roles.
✨Demonstrate Team Collaboration
The job requires working closely with various stakeholders. Be prepared to talk about your experience collaborating with teams, especially in a client-facing environment. Emphasise your ability to work well with others and contribute to a positive team dynamic.
