At a Glance
- Tasks: Build relationships and support private clients in investment management.
- Company: Dynamic financial services firm with a client-focused approach.
- Benefits: Competitive salary, bonus, hybrid work, and comprehensive benefits.
- Other info: Exciting opportunities for growth in a supportive environment.
- Why this job: Join a team where you can make a real difference for clients.
- Qualifications: 1-2 years in client administration and strong MS Office skills.
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?
You’ll be building relationships and supporting a dedicated portfolio of private clients – so you must enjoy delivering a seamless service.
- 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 and 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
- Maintaining accurate and compliant client records within the CRM
Client Executive Team Administration
- Managing diaries, inboxes, organising travel and events
1-2 years’ experience in financial services client administration
Strong MS Office skills
Client Services Executive, Investment Management 22851 in London employer: Aldrich & Co.
As a Client Services Executive in our Investment Management team, you will thrive in a dynamic and supportive hybrid work environment that values client relationships and seamless service delivery. We offer competitive salaries, bonuses, and a comprehensive benefits package, alongside ample opportunities for professional growth and development within the financial services sector. Join us to be part of a collaborative culture that prioritises employee well-being and fosters meaningful connections with clients.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive, Investment Management 22851 in 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 those interviews by brushing up on your knowledge of KYC requirements and client administration processes. We want you to feel confident discussing how you can deliver that seamless service they’re after!
✨Tip Number 3
Don’t forget to showcase your MS Office skills! Whether it’s Excel for reports or PowerPoint for presentations, make sure you highlight your proficiency during interviews. It’s all about showing you can hit the ground running.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s a great way to keep track of your applications.
We think you need these skills to ace Client Services Executive, Investment Management 22851 in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in client administration, especially in financial services. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how you can deliver that seamless service we value. Keep it personal and engaging!
Showcase Your MS Office Skills:Since strong MS Office skills are a must, make sure to mention any specific projects or tasks where you've used Excel and PowerPoint effectively. We love seeing practical examples of your expertise!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 KYC requirements, account opening processes, and how to handle client queries. This knowledge will help you demonstrate your expertise and show that you're ready to hit the ground running.
✨Showcase Your Relationship-Building Skills
Since this role is all about building relationships with clients, think of examples from your past experience where you've successfully managed client relationships. Be prepared to discuss how you ensure a seamless service and how you handle challenging situations with clients.
✨Get Comfortable with MS Office
As you'll be using Excel and PowerPoint to produce reports and manage data, make sure you're comfortable with these tools. Consider preparing a sample report or presentation to showcase your skills during the interview. It’ll give you an edge and show your proactive approach.
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
