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- Tasks: Engage with clients, manage their needs, and streamline processes in a dynamic investment environment.
- 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 collaborative and innovative culture.
- Qualifications: Experience in Investment Management and client-facing roles is essential; strong IT skills required.
- Other info: Be part of a team that values continuous learning and career growth.
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!
Client Services (Investments) employer: Montpellier Resourcing
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 firm on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your 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 able to speak knowledgeably about industry developments will impress your interviewers and show that you are proactive and engaged in your 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 that demonstrate your ability to build relationships and manage client interactions effectively.
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 the opportunity with this boutique Investment House and how your skills align with their needs.
Highlight Relevant Skills: In your application, emphasise your strong IT skills, particularly with Microsoft Office, and your attention to detail. These are crucial for the role and should be clearly articulated in your documents.
Showcase Your Client-Focused Approach: Demonstrate your proactive and client-focused mindset in your application. Provide examples of how you've successfully managed client relationships and streamlined processes in previous roles.
How to prepare for a job interview at Montpellier Resourcing
✨Research the Company
Before your interview, take some time to research the boutique Investment House. Understand their values, recent achievements, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Client-Focused Questions
Given the client-facing nature of the role, be ready to discuss your previous experiences in managing client relationships. Think of specific examples where you successfully resolved issues or enhanced client satisfaction, as this will demonstrate your capability in a similar environment.
✨Showcase Your Administrative Skills
As the role involves managing the complete client lifecycle administration process, be prepared to talk about your organisational skills and attention to detail. Highlight any relevant experience you have with administrative tasks, especially in financial services.
✨Demonstrate Team Collaboration
The job requires working closely with Investment Managers and external partners. Be ready to share examples of how you've successfully collaborated with others in past roles. Emphasising your ability to work as part of a team will align well with the company's focus on collaboration.
