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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 vibrant growth.
- Benefits: Enjoy hybrid working, competitive salary up to £45,000, plus excellent bonuses and perks.
- Why this job: Make a meaningful impact on clients' lives while thriving in a collaborative and innovative culture.
- Qualifications: Experience in Investment or Wealth Management and strong client-facing skills are essential.
- Other info: This role offers ongoing training and professional development opportunities.
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 will 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 will 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 will 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 will 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.
URGENT x3 Client Services (Investments) employer: Montpellier Resourcing
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 in the investment sector. Attend industry events or join online forums to connect with potential colleagues or mentors. Building relationships can often lead to job opportunities that aren't publicly advertised.
✨Tip Number 3
Prepare to demonstrate your client-facing skills through role-play scenarios. Think about how you would handle various client situations and be ready to discuss these examples during your interview to highlight your interpersonal abilities.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and mission can help you tailor your approach and show how you align with their goals, making you a more attractive candidate.
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 client services, particularly within investments or wealth management. 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 the role and the company. Mention how your previous experiences align with the responsibilities of a Client Services Executive and express your enthusiasm for contributing to their growth.
Highlight Relevant Skills: In your application, emphasise your strong IT skills, time management abilities, and attention to detail. These are crucial for the role, so provide examples of how you've successfully used these skills in past positions.
Follow Application Instructions: Ensure you carefully follow any specific instructions provided in the job listing. This may include submitting documents in a particular format or answering specific questions. Attention to detail here can set you apart from other candidates.
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
Brush up on your knowledge of investment and wealth management services. Be prepared to discuss industry trends and how they impact client interactions, showing that you are proactive and informed.
✨Emphasise Your Administrative Skills
Since the role involves managing the client lifecycle administration process, be ready to discuss your organisational skills and experience with administrative tasks. Provide examples of how you've streamlined processes in past roles.
✨Prepare Questions About the Company
Research the company and prepare insightful questions to ask during the interview. This shows your genuine interest in the role and helps you understand how you can contribute to their growth and success.
