At a Glance
- Tasks: Support private clients with onboarding and administration in a dynamic financial services environment.
- Company: Join a leading investment management firm that values client relationships and teamwork.
- Benefits: Competitive salary, bonus, hybrid work model, and comprehensive benefits package.
- Other info: Be part of an inclusive team with opportunities for growth and development.
- Why this job: Make a real impact by delivering exceptional service to clients and enhancing their experience.
- Qualifications: 1-2 years in client administration, strong communication, and organisational skills required.
The predicted salary is between 35000 - 40000 € per year.
Are you a client-focused Administrator, with 1-2 years’ experience in client administration in financial services? Are you highly organised and a strong communicator? You’ll be building relationships and supporting a dedicated portfolio of private clients – so you must enjoy delivering a seamless service.
Do you want to be valued? Use your initiative? Take ownership of the administration and organisation? If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.
What you’ll be doing day to day:
- Client Onboarding
- Supporting clients and intermediaries throughout the full onboarding lifecycle
- Preparing and managing account opening documentation
- Assisting clients with documentation completion and advising on Source of Wealth and KYC requirements
- Monitoring account opening progress and providing regular updates to clients and client owners
- Liaising with external service providers, including third-party custodians, pension providers
- Coordinating the transfer of new assets into client accounts
- Completing simple tax forms as needed
- Ensuring all account opening packs are compliant and up to date
- Client Administration & Servicing
- Processing a wide range of client requests - withdrawals, new account setups, ISA subscriptions, asset transfers and account closures
- Responding to ad-hoc client and adviser queries
- Producing client meeting reports using Excel and PowerPoint
- Managing the setup and distribution of quarterly valuation letters
- Initiating and following processes through to completion
- Requesting and processing documentary evidence for changes in client circumstances
- Maintaining accurate and compliant client records within the CRM
- Ensuring key documents are current and compliant, including ATRs, Fact Finds and DMAs
- Client Executive Team Administration
- Managing diaries, inboxes, organising travel and events
The skills you need to bring:
- 1-2 years’ experience in financial services client administration
- Confidentiality and discretion when handling sensitive information
- Ability to prioritise competing deadlines
- Exceptional written and verbal communication skills
- Strong organisational skills and attention to detail
- Strong MS Office
- A proactive and solutions-focused approach
- Adaptability and flexibility in a fast-paced, client-driven environment
Client Services Executive, Investment Management 22851 in City of London employer: Aldrich & Co.
Join a dynamic and inclusive team as a Client Services Executive in Investment Management, where your contributions are truly valued. With a competitive salary and a hybrid working model, you will enjoy a supportive work culture that prioritises employee growth and development. Benefit from comprehensive training, a bonus structure, and the opportunity to build lasting relationships with clients in a rewarding financial services environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive, Investment Management 22851 in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client administration and investment management. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed competing deadlines or streamlined processes in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Client Services Executive, Investment Management 22851 in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in client administration and any relevant skills that match what we're looking for. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for client services and how your previous experiences have prepared you for this role. Let us know why you’re excited about joining StudySmarter!
Showcase Your Communication Skills:Since communication is key in this role, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your written communication skills. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Aldrich & Co.
✨Know Your Client Services Inside Out
Make sure you understand the ins and outs of client services in investment management. Brush up on client onboarding processes, KYC requirements, and how to handle client queries. This will show that you're not just familiar with the role but genuinely interested in delivering a seamless service.
✨Showcase Your Organisational Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or projects. Highlight your ability to prioritise deadlines and maintain accurate records. This is crucial for a role that demands strong organisational skills and attention to detail.
✨Communicate Clearly and Confidently
Practice your verbal and written communication skills before the interview. Be ready to discuss how you would respond to client queries or produce meeting reports. Clear communication is key in this role, so demonstrate that you can articulate your thoughts effectively.
✨Be Proactive and Solutions-Focused
Think of scenarios where you've taken the initiative to solve a problem or improve a process. Share these examples during your interview to illustrate your proactive approach. Employers love candidates who can think on their feet and come up with solutions in a fast-paced environment.
