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- Tasks: Support clients and investors through calls and emails while managing administrative tasks.
- Company: Join a leading investment firm in stunning Central London offices with a vibrant culture.
- Benefits: Enjoy a competitive salary, bonus, hybrid working, and great perks.
- Why this job: Kickstart your career in finance with a dynamic team and excellent growth opportunities.
- Qualifications: Must be a graduate with 1+ year in client services and strong communication skills.
- Other info: Be a product ambassador and engage in exciting investor events.
The predicted salary is between 28000 - 42000 £ per year.
We’re on the hunt for a proactive, personable and customer-focused Graduate, with a degree and 1+ years 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
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’.
Client Support Executive - Investor Relations (DH) employer: Carousel Consultancy Ltd
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
Network within the financial services sector. Attend industry events, webinars, or local meetups to connect with professionals already working in investment management. This can help you gain insights and potentially get referrals for the role.
✨Tip Number 2
Familiarise yourself with the latest trends in investor relations and financial products. Being knowledgeable about current market conditions and investment strategies will not only boost your confidence but also impress potential employers during conversations.
✨Tip Number 3
Practice your communication skills, especially over the phone and via email. Since the role involves a lot of client interaction, being able to convey information clearly and professionally is crucial. Consider role-playing scenarios with friends or mentors.
✨Tip Number 4
Research the company thoroughly before any interviews. Understand their products, services, and recent news. This knowledge will allow you to tailor your discussions and demonstrate your genuine interest in the organisation and the role.
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 investment industry. Mention why you are interested in this specific position and how your background aligns with the responsibilities outlined in the job description.
Highlight Communication Skills: Since impeccable communication is key for this role, provide examples in your application that demonstrate your written and verbal communication abilities. Consider including instances where you successfully resolved client issues or improved customer satisfaction.
Showcase IT Literacy: Mention your proficiency in MS Office applications, particularly Word, Excel, and PowerPoint. If you have experience with any other relevant software or tools, be sure to include that as well, as it will strengthen your application.
How to prepare for a job interview at Carousel Consultancy Ltd
✨Showcase Your Customer Service Skills
As a Client Support Executive, your ability to provide exceptional customer service is crucial. Prepare examples from your previous experience where you successfully handled client inquiries or resolved issues, demonstrating your proactive and personable approach.
✨Demonstrate Financial Knowledge
Having a basic understanding of investment management and retail investment products will set you apart. Brush up on key concepts and be ready to discuss how they relate to the role, showing your enthusiasm for the financial services sector.
✨Prepare for Role-Specific Scenarios
Think about potential scenarios you might face in the role, such as responding to a difficult client inquiry or organising an investor event. Practising your responses will help you feel more confident and articulate during the interview.
✨Ask Insightful Questions
Interviews are a two-way street, so prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the firm. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
