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- Tasks: Support clients and investors through calls and emails while managing administrative tasks.
- Company: Join a dynamic investment firm in stunning Central London offices.
- Benefits: Enjoy a competitive salary, bonus, hybrid working, and great perks.
- Why this job: Kickstart your career in finance with growth opportunities in a fast-paced environment.
- Qualifications: Graduate with 1 year of client service experience in financial services required.
- Other info: Be a product ambassador and engage with clients at exciting investor events.
The predicted salary is between 28800 - 42000 £ per year.
Are you the right candidate for this opportunity? Make sure to read the full description below.
- Financial Services / Investment Management
- Central London / Hybrid
- up to £35k bonus and benefits
We’re on the hunt for a proactive, personable and customer-focused Graduate, with a degree and 1 year experience in the financial / investment sector in a client-facing/customer service support role, to join a fantastic investment organisation based in stunning offices in Central London as their Investor Relations Client Support Executive.
Joining a dynamic Investor Relations team, the IR Executive will provide exceptional levels of service and support to clients, investors and financial advisors via telephone and email. You will also undertake administrative duties whilst also becoming a ‘product ambassador’, working on specific projects and initiatives.
What’s on offer? This is a genuinely incredible opportunity to get your foot in the door of a dynamic, fast-paced investment firm with fantastic long-term prospects! Our client is offering a competitive salary and a great benefits package that includes a discretionary bonus. Hybrid working is offered with 4 days in the office and 1 day working from home. Standard hours are 9am-5pm.
Key responsibilities as the Investor Relations Executive will include:
- Responding to inbound enquiries, via telephone and email, from clients, investors and advisors
- Assisting with general administration
- Processing investor transfers and exits
- Assisting with the preparation of client documentation, reports, presentations and mailings
- Attending client meetings if required
- Becoming a ‘product ambassador’ for products and assisting with any product related initiatives
- Collating and monitoring feedback from investors to identify opportunities to improve
- Organising and attending investor events to improve client engagement
- And more
What we’re looking for:
- Graduate (or similar) with 1 year experience in similar client services / customer service roles within financial services
- Impeccable communication skills (written and spoken) with strong customer service capabilities and the ability to liaise confidently and professionally at all levels
- Good IT literacy including MS Office (Word, Excel and PowerPoint)
- Ability to plan, organise and prioritise busy workloads
- Basic knowledge / understanding of investment management / retail investment products is highly beneficial
- Ability to work effectively in a fast-paced environment
- Professional attitude and appearance
- Proactive and flexible team player
Interested in this incredible Investor Relations Client Support Executive opportunity? If this fantastic role is of interest and you have the skills, experience and capabilities we’re looking for, then we want to hear from you ASAP!
Please submit your CV, quoting ‘LO- Graduate Investor Relations Exec- Investment Management- London’
Contact Detail:
Carousel Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Executive - Investor Relations (DH)
✨Tip Number 1
Familiarise yourself with the latest trends in the financial services and investment management sectors. Being knowledgeable about current market conditions and investment products will help you engage confidently with clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the investment sector, especially those working in client support roles. Attend industry events or webinars to make connections and gain insights into what employers are looking for in candidates.
✨Tip Number 3
Prepare to showcase your customer service skills through role-play scenarios or mock interviews. Highlight your ability to handle client inquiries effectively and your experience in managing administrative tasks in a fast-paced environment.
✨Tip Number 4
Research the company culture of the investment firm you're applying to. Understanding their values and work environment can help you tailor your approach and demonstrate that you're a good fit for their team during the interview process.
We think you need these skills to ace Client Support Executive - Investor Relations (DH)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in client-facing roles within the financial services sector. Emphasise any specific achievements or projects that demonstrate your customer service skills and knowledge of investment management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your degree, your year of experience, and how your skills align with the responsibilities of the Investor Relations Client Support Executive position.
Highlight Communication Skills: Since impeccable communication is key for this role, ensure you provide examples of how you've effectively communicated with clients or stakeholders in previous positions. This could be through email correspondence, presentations, or meetings.
Show Enthusiasm for the Industry: Demonstrate your interest in the financial services and investment management sectors. You can mention any relevant coursework, certifications, or personal projects that reflect your commitment to understanding these areas.
How to prepare for a job interview at Carousel Consultancy Ltd
✨Showcase Your Customer Service Skills
As a Client Support Executive, your ability to communicate effectively is crucial. Prepare examples from your past experiences where you successfully handled client inquiries or resolved issues, demonstrating your proactive and personable approach.
✨Understand the Financial Sector
Brush up on your knowledge of investment management and retail investment products. Being able to discuss these topics confidently will show your genuine interest in the role and help you stand out as a candidate.
✨Demonstrate Organisational Skills
The role involves managing multiple tasks simultaneously. Be ready to discuss how you prioritise your workload and stay organised, perhaps by sharing specific tools or methods you use to keep track of your responsibilities.
✨Prepare for Common Interview Questions
Anticipate questions related to your experience in client-facing roles and your understanding of the financial services industry. Practising your responses will help you articulate your thoughts clearly and confidently during the interview.
