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- Tasks: Join our team to support fund management and client services in a dynamic environment.
- Company: We're a leading firm in finance, dedicated to providing top-notch investor services.
- Benefits: Enjoy hybrid working, competitive pay, and opportunities for professional growth.
- Why this job: Be part of a proactive team that values innovation and client satisfaction.
- Qualifications: GCSE level education and experience in investor/client services are essential.
- Other info: This role offers a chance to work closely with fund managers and enhance your finance skills.
The predicted salary is between 27000 - 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.
Minimum Requirements:
- 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 level or equivalent.
- Experience of working in Investor / Client Services in the Finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role.
Investor Services Associate - Guildford 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 - Guildford
✨Tip Number 1
Familiarise yourself with the latest trends in fund management and investor services. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the finance industry, especially those working in investor services or fund management. Attend relevant events or join online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in investor services. Think about how you would handle client queries or manage projects, as these are key aspects of the role.
✨Tip Number 4
Showcase your IT skills, particularly with Microsoft Office and Excel, during any discussions. Be ready to provide examples of how you've used these tools effectively in previous roles to manage data or improve processes.
We think you need these skills to ace Investor Services Associate - Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investor or client services, particularly in the finance industry. Emphasise any roles where you've demonstrated attention to detail and strong organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience aligns with the role and showcase your proactive approach and teamwork skills.
Highlight Relevant Skills: In your application, clearly outline your IT skills, especially your proficiency with Microsoft Office and Excel. Mention any experience you have with project management or regulatory changes, as these are key aspects of the role.
Showcase Your Communication Skills: Since excellent communication is crucial for this position, provide examples in your application of how you've effectively communicated with clients or team members in past roles. This will demonstrate your ability to service clients and advisers accurately and timely.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Client Service Experience
Make sure to highlight any previous experience you have in private client services or similar roles. Be prepared to discuss specific examples of how you've successfully managed client relationships and resolved issues.
✨Demonstrate Your IT Skills
Since good IT skills are essential for this role, be ready to talk about your proficiency with Microsoft Office and Excel. You might even want to mention any specific projects where you used these tools effectively.
✨Emphasise Attention to Detail
Given the nature of the job, attention to detail is crucial. Prepare to provide examples of how you've ensured accuracy in your work, especially when processing financial information or managing client accounts.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle pressure and tight deadlines. Think of scenarios where you've successfully managed multiple tasks or projects simultaneously, and be ready to share those experiences.
