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- Tasks: Engage with clients, manage their lifecycle, and support the Investment Team.
- Company: Join a rapidly growing boutique Investment House in the heart of the City.
- Benefits: Enjoy hybrid working, excellent bonuses, and a range of employee benefits.
- Why this job: Make a meaningful impact on clients' lives while thriving in a dynamic environment.
- Qualifications: Experience in Investment Management and client-facing roles is essential.
- Other info: Be part of a collaborative team that values innovation and continuous learning.
The predicted salary is between 42000 - 60000 £ per year.
Up to £51,000 plus EXCELLENT bonus and benefits
Hybrid working available
Are you ready to embark on a thrilling journey with a rapidly growing boutique Investment House in the heart of the City? Our client is expanding, and an exceptional opportunity awaits you! We're 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'll 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'll 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'll 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.
What we need from you as a Client Service Executive:
- Previous experience working within Investment Management is essential
- 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 at the heart of the City, 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'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
- Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services (Investments)
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, recent developments, and the specific services they offer. This will not only help you tailor your responses but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you align your approach during the interview.
✨Tip Number 3
Prepare to discuss your previous client-facing experiences in detail. Think of specific examples where you successfully managed client relationships or resolved issues, as this will showcase your suitability for the Client Services Executive role.
✨Tip Number 4
Familiarise yourself with the latest trends in investment management and financial services. Being knowledgeable about industry changes will allow you to engage in meaningful conversations during your interview, highlighting your passion for the field.
We think you need these skills to ace Client Services (Investments)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and client-facing roles. Use specific examples to demonstrate your skills in building relationships and managing client interactions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client services and the investment sector. Mention why you are excited about this particular boutique Investment House and how your background aligns with their values and goals.
Highlight Relevant Skills: In your application, emphasise your strong IT skills, particularly with Microsoft Office, and your attention to detail. Provide examples of how these skills have helped you succeed in previous roles.
Show Enthusiasm for the Role: Convey your enthusiasm for the Client Services Executive position in both your CV and cover letter. Explain how you can contribute to the company's growth and the importance of delivering exceptional client experiences.
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Client Services
Familiarise yourself with the key responsibilities of a Client Services Executive. Be prepared to discuss how you can build lasting relationships and streamline processes, as these are crucial for the role.
✨Showcase Your Experience
Highlight your previous experience in investment management and client-facing roles. Be ready to provide specific examples of how you've successfully managed client interactions and administrative tasks.
✨Demonstrate Strong Communication Skills
As you'll be the face of the organisation, it's essential to convey your ability to communicate effectively. Practice articulating your thoughts clearly and confidently, especially when discussing complex financial concepts.
✨Emphasise Team Collaboration
Discuss your experience working collaboratively with investment managers and external partners. Show that you understand the importance of teamwork in delivering exceptional client service and achieving common goals.
