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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 client relationships.
- Benefits: Enjoy hybrid working, competitive salary, excellent bonuses, and a vibrant work culture.
- Why this job: Make a meaningful impact on clients' lives while growing your career in a supportive team.
- Qualifications: Experience in financial services is preferred; strong communication and IT skills are essential.
- Other info: This role offers ongoing training and development opportunities in a fast-growing boutique firm.
The predicted salary is between 26400 - 39600 £ per year.
Up to £33,000 plus EXCELLENT bonus and benefits. Hybrid working available!
Are you looking to develop your career within Investments and Wealth Management? 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 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'll 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.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
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 within the investment management sector. Attend industry events, webinars, or local meetups to connect with professionals already working in client services. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial services. Being knowledgeable about current market conditions and compliance requirements will demonstrate your commitment and understanding of the industry during interviews.
✨Tip Number 3
Practice your communication skills. As a Client Services Executive, you'll need to convey complex information clearly and effectively. Consider role-playing scenarios with friends or mentors to enhance your ability to engage with clients confidently.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailoring your approach to align with their ethos can set you apart from other candidates and show that you're genuinely interested in being part of their team.
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 your skills in relationship building, administration, 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 understanding of the role. Mention specific experiences where you've successfully managed client relationships or streamlined processes.
Highlight Relevant Skills: In your application, clearly outline your strong time management skills and attention to detail. Provide examples of how these skills have positively impacted your previous roles.
Show Enthusiasm for Growth: Express your eagerness to develop professionally within the financial services sector. Mention any relevant training or projects you’ve undertaken that demonstrate your commitment to continuous learning.
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 be the face of the organisation. Be ready to discuss your previous client-facing experiences and how you've built relationships in the past. Use specific examples to demonstrate your proactive approach and problem-solving skills.
✨Showcase Your Administrative Skills
Highlight your administrative expertise during the interview. Discuss your experience with managing client records, processing payments, and any relevant IT skills, especially with Microsoft Office. This will reassure them that you can handle the operational aspects of the role.
✨Ask Insightful Questions
At the end of the interview, ask thoughtful questions about the team dynamics, growth opportunities, and the company's future plans. This shows that you're not just interested in the job, but also in how you can contribute to the company's success.
