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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, hybrid working, and a discretionary bonus.
- Why this job: Kickstart your career in finance with great prospects and a vibrant team culture.
- Qualifications: Recent graduates with customer service experience, strong communication skills, and IT literacy are preferred.
- Other info: This role offers the chance to become a product ambassador and engage with investors.
The predicted salary is between 28000 - 42000 £ per year.
We are on the hunt for a proactive, personable and customer-focused Graduate, ideally with a degree and/or experience in the financial/investment sector and some experience 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 graduate/entry-level 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 Client Support 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
- 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:
- Recent graduate (or similar) with 6 months+ experience in similar client services/customer service roles - ideally within financial services, or experience gained in a financial services, client-facing role (1-2 years+)
- 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 Graduate Investor Relations Client Support Exec 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!
Graduate Investment Relations Assistant employer: Carousel Consultancy
Contact Detail:
Carousel Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Investment Relations Assistant
✨Tip Number 1
Familiarise yourself with the investment management sector. Understanding key concepts and current trends will not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 3
Prepare for common interview questions related to client support roles. Think about how you would handle difficult customer situations or how you can demonstrate your proactive approach to problem-solving.
✨Tip Number 4
Showcase your communication skills during any interactions with us. Whether it's through emails or phone calls, being clear, concise, and professional will leave a positive impression and highlight your suitability for the role.
We think you need these skills to ace Graduate Investment Relations Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client support or customer service, especially within the financial sector. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your proactive approach to client support. Mention specific experiences that align with the responsibilities of the role.
Highlight Communication Skills: Since impeccable communication is key for this role, provide examples in your application that demonstrate your written and verbal communication skills. Consider including any relevant projects or experiences where you successfully liaised with clients or stakeholders.
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.
How to prepare for a job interview at Carousel Consultancy
✨Showcase Your Communication Skills
As the role requires impeccable communication skills, practice articulating your thoughts clearly and confidently. Prepare to discuss your previous experiences where you successfully handled client interactions, showcasing your ability to communicate effectively both verbally and in writing.
✨Demonstrate Your Knowledge of Investment Management
Familiarise yourself with basic investment management concepts and retail investment products. During the interview, be ready to discuss how your understanding of these topics can benefit the team and enhance client relations.
✨Prepare for Client Scenarios
Anticipate questions related to client support scenarios. Think about how you would handle difficult inquiries or complaints, and be prepared to share examples from your past experiences that highlight your problem-solving skills and customer service capabilities.
✨Exhibit a Proactive Attitude
The company values proactive team players. During the interview, express your enthusiasm for taking initiative and contributing to team projects. Share instances where you went above and beyond in previous roles to improve client engagement or streamline processes.
