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For Companies At a Glance
- Tasks: Engage with clients, manage their lifecycle, 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 ongoing training opportunities.
- Why this job: Make a meaningful impact on clients' lives while thriving in a collaborative and innovative culture.
- Qualifications: Previous experience in financial services and strong IT skills are essential; client-facing experience is a plus.
- Other info: Be part of a fast-growing team in the heart of Cambridge, fostering professional growth.
The predicted salary is between 24000 - 32000 £ per year.
Hybrid working available! Up to £32,000 plus EXCELLENT bonus and benefits. A fantastic opportunity has arisen for you 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 based in Cambridge.
This leading Investment Management firm strives to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion, 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 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 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 Cambridge, 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.
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
Research the company thoroughly before your interview. Understand their values, recent developments, and the specific services they offer in investment management. This knowledge will help you tailor your responses and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. Engaging with them can provide you with insider insights about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your client-facing experience in detail. Think of specific examples where you've successfully managed client relationships or resolved issues, as this will showcase your suitability for the Client Services Executive role.
✨Tip Number 4
Familiarise yourself with the tools and software commonly used in investment management, especially CRM systems. Being able to speak confidently about your technical skills will set you apart from other candidates.
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 skills such as time management, attention to detail, and proficiency in Microsoft Office, as these are crucial for the Client Service Executive position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your ability to build lasting relationships with clients. Use specific examples from your past experiences to demonstrate how you can contribute to the company's success.
Highlight Relevant Experience: In your application, clearly outline any previous roles that involved client interaction or administration within financial services. This will help the hiring team see your suitability for the role at a glance.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are key traits for this role.
How to prepare for a job interview at Montpellier Resourcing
✨Showcase Your Client-Facing Experience
Make sure to highlight any previous roles where you interacted directly with clients. Discuss specific examples of how you built relationships and resolved issues, as this will demonstrate your suitability for the Client Services Executive position.
✨Demonstrate Your Administrative Skills
Be prepared to talk about your experience with managing client records and administrative processes. Mention any tools or systems you've used, especially CRM software, to show that you're organised and detail-oriented.
✨Emphasise Your Team Collaboration
Since the role involves working closely with Investment Managers and external partners, share examples of successful teamwork. Highlight how you contributed to collaborative projects and maintained strong communication with colleagues.
✨Prepare Questions About the Company
Research the investment management firm and prepare insightful questions about their services and growth plans. This shows your genuine interest in the company and helps you understand how you can contribute to their success.
