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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.
- Benefits: Enjoy a competitive salary, bonus, hybrid working, and great perks.
- Why this job: Kickstart your career in a fast-paced environment with long-term growth opportunities.
- Qualifications: Graduate with 1+ year in client services; strong communication and IT skills required.
- 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!
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
Network with professionals in the financial services sector. Attend industry events, webinars, or local meetups to connect with people who work in investor relations or similar roles. This can help you gain insights and potentially get referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in investment management and financial services. Being knowledgeable about current market conditions and investment products will not only boost your confidence but also impress potential employers during conversations.
✨Tip Number 3
Practice your communication skills, especially in a client-facing context. Role-play scenarios where you handle client inquiries or present information about investment products. This will prepare you for the types of interactions you'll have in the role.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Tailor your approach to align with their ethos, demonstrating that you are not just a fit for the role, but also for the team and company as a whole.
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 or investment 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 passion for the investment industry and your understanding of investor relations. Mention how your background aligns with the responsibilities of the role, particularly your ability to handle inquiries and support clients effectively.
Highlight Relevant Skills: In your application, clearly outline your IT literacy, especially with MS Office tools like Word, Excel, and PowerPoint. Also, mention any knowledge you have of investment management or retail investment products, as this will strengthen your application.
Show Enthusiasm for the Role: Convey your enthusiasm for the position and the company in both your CV and cover letter. Express your eagerness to contribute to the team and your willingness to engage with clients and investors, showcasing your proactive and flexible nature.
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 went above and beyond to assist clients, as this will demonstrate your proactive approach.
✨Demonstrate Financial Knowledge
Brush up on your understanding of investment management and retail investment products. Be ready to discuss any relevant knowledge or experiences you have, as this will show your commitment to the industry and your ability to engage with clients effectively.
✨Prepare for Role-Playing Scenarios
Expect to encounter role-playing scenarios during the interview where you may need to handle a client inquiry or complaint. Practising these scenarios can help you respond confidently and showcase your problem-solving skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the Investor Relations team. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values and career goals.
