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- Tasks: Support clients and investors through calls and emails while managing administrative tasks.
- Company: Join a dynamic investment firm in stunning Central London offices with great long-term prospects.
- Benefits: Enjoy a competitive salary, bonus, hybrid working, and a vibrant office culture.
- Why this job: Gain valuable experience in a fast-paced environment and become a product ambassador.
- Qualifications: Must be a graduate with 1+ year in client services within financial services.
- Other info: Standard hours are 9am - 5pm, with 4 days in the office and 1 day remote.
The predicted salary is between 28000 - 42000 £ per year.
Investor Relations Client Support - Financial Services / Investment Management - Central London / Hybrid - up to £35k + bonus and benefits
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’.
Investor Relations Client Support (DH) employer: Carousel Consultancy Ltd
Contact Detail:
Carousel Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Client Support (DH)
✨Tip Number 1
Familiarise yourself with the latest trends in investment management and financial services. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the sector.
✨Tip Number 2
Network with professionals in the financial services industry, especially those working in investor relations. Attend relevant events or webinars to make connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in client support roles. Think about how you would handle difficult clients or complex inquiries, as this will showcase your problem-solving skills.
✨Tip Number 4
Research the company’s products and services thoroughly. Being able to discuss their offerings intelligently during your interview will position you as a knowledgeable candidate who is ready to be a product ambassador.
We think you need these skills to ace Investor Relations Client Support (DH)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles within the financial services sector. Emphasise your communication skills and any specific achievements that demonstrate your customer service capabilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your degree, relevant experience, and how you can contribute to the Investor Relations team. Be sure to address the specific responsibilities mentioned in the job description.
Highlight Relevant Skills: In your application, clearly outline your IT literacy, particularly with MS Office tools like Word, Excel, and PowerPoint. Also, mention any knowledge of investment management or retail investment products, as this will strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Carousel Consultancy Ltd
✨Showcase Your Customer Service Skills
Since the role is heavily focused on client support, be prepared to discuss your previous experiences in customer service. Highlight specific examples where you successfully resolved issues or improved client satisfaction.
✨Demonstrate Financial Knowledge
Brush up on your understanding of investment management and retail investment products. Being able to speak confidently about these topics will show that you're not just a graduate, but someone who is genuinely interested in the financial sector.
✨Prepare for Common Questions
Anticipate questions related to your experience in client-facing roles. Practice responses that reflect your proactive attitude and ability to handle busy workloads, as these are key traits the company is looking for.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or specific projects you might be involved in. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
