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- 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, and benefits package with opportunities for growth.
- Why this job: Make a real impact by delivering seamless service to valued clients.
- Qualifications: 1-2 years' experience in client administration and strong communication skills required.
- Other info: Be part of an inclusive team in a fast-paced, client-driven environment.
The predicted salary is between 35000 - 45000 £ per year.
Salary: £35,000 - £45,000
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
- 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
- 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
- Flexibility in a fast-paced, client-driven environment
Benefits + bonus + benefits
Client Services Executive, Investment Management in London employer: Aldrich & Co
Contact Detail:
Aldrich & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive, Investment Management 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 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
Show off your organisational skills! During interviews, share examples of how you've managed multiple client requests or projects simultaneously. This will demonstrate your ability to thrive in a fast-paced, client-driven 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 in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in client administration and any relevant skills that match the job description. 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 explain why you're passionate about client services and how your previous experience makes you a great fit for us. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since this role requires exceptional communication, make sure your written application reflects that. Use clear, professional language and check for any typos or errors. We appreciate attention to detail!
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’re considered for the role. Plus, it’s super easy – just follow the prompts!
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
Since the job requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your ability to prioritise effectively.
✨Communicate Clearly and Confidently
As a Client Services Executive, communication is key. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable discussing your experience and how it relates to the role.
✨Demonstrate Your IT Proficiency
Familiarise yourself with MS Office tools, especially Excel and PowerPoint, as these are crucial for producing reports and managing data. If you have any specific examples of how you've used these tools in previous roles, be ready to share them during the interview.
