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For Companies At a Glance
- 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 up to £45,000, plus excellent bonuses and professional growth opportunities.
- Why this job: Make a meaningful impact on clients' lives while thriving in a collaborative and innovative team culture.
- Qualifications: Previous experience in Investment or Wealth Management and strong client-facing skills are essential.
- Other info: This role offers ongoing training and development in a fast-growing boutique investment house.
The predicted salary is between 36000 - 54000 £ per year.
Hybrid working available! Up to £45,000 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'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.
- Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including onboarding processes, processing client payments, and supporting portfolio valuation processes.
- Maintaining client records and internal CRM systems.
What we need from you as a Client Service Executive:
- Previous experience working within Investment or Wealth Management 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 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!
- 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.
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land URGENT x3 Client Services (Investments)
✨Tip Number 1
Familiarise yourself with the latest trends in investments and wealth management. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews, showcasing your passion and knowledge.
✨Tip Number 2
Network with professionals already working in client services within the investment sector. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into what makes a successful Client Services Executive.
✨Tip Number 3
Prepare to demonstrate your client-facing skills through role-play scenarios or mock interviews. Being able to showcase your ability to build relationships and handle client queries effectively can set you apart from other candidates.
✨Tip Number 4
Research the specific firm you are applying to. Understand their values, culture, and recent developments. Tailoring your approach to align with their mission can significantly enhance your chances of making a positive impression.
We think you need these skills to ace URGENT x3 Client Services (Investments)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment or wealth management. Emphasise any client-facing roles and showcase your administrative expertise, as these are key aspects of the Client Services Executive position.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for client services and your understanding of the investment sector. Mention specific skills that align with the job description, such as strong time management and IT proficiency.
Highlight Relevant Experience: In your application, clearly outline your previous experience in financial services. Use examples to demonstrate how you've built lasting relationships with clients and streamlined processes in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application shows attention to detail, which is crucial for the Client Services Executive role.
How to prepare for a job interview at Montpellier Resourcing
✨Showcase Your Client-Facing Experience
Make sure to highlight your previous client-facing roles during the interview. Share specific examples of how you've built and maintained relationships with clients, as this is crucial for the Client Services Executive position.
✨Demonstrate Your Knowledge of Investments
Familiarise yourself with basic investment concepts and current market trends. Being able to discuss these topics will show your genuine interest in the field and your readiness to contribute to the team.
✨Prepare for Administrative Questions
Since the role involves managing client lifecycle administration, be ready to discuss your organisational skills and experience with administrative tasks. Think of examples where you streamlined processes or improved efficiency.
✨Exhibit Strong IT Skills
As strong IT skills are essential for this role, be prepared to discuss your proficiency with Microsoft Office and any CRM systems you've used. You might even want to mention how you've leveraged technology to enhance client interactions.
