At a Glance
- Tasks: Support Client Managers and ensure Portfolio Clients receive top-notch service.
- Company: Join a dynamic team focused on client satisfaction and relationship building.
- Benefits: Gain valuable experience, develop professional skills, and enjoy a supportive work environment.
- Other info: Opportunity for growth in a fast-paced, collaborative setting.
- Why this job: Be the key to enhancing client experiences and driving business success.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Assistant Client Manager (Portfolio Clients) works with Client Managers on Portfolio Client accounts. Makes sure all Portfolio Clients have an excellent experience regardless of the service they need. Processes client-related tasks, maintains accurate records, prepares documentation, and supports the delivery of excellent service to clients.
Responsibilities include:
- Communicate professionally, courteously, and effectively with clients by telephone, email, letter, and face-to-face.
- Ensure all Portfolio Clients are contacted on a regular basis.
- Maintain ongoing relationships with the Portfolio Clients, keeping them informed, answering queries, and arranging review meetings.
- Work alongside Client Managers to prepare reports, ensuring client facing documents are accurate, on time and appropriate for the client.
- Identify client needs at a review and collaborate with other colleagues and teams where appropriate, to meet those needs.
- Seamless and timely implementation of Portfolio Client instructions: processing of new funds, strategy changes, transfers in and out, cash withdrawals, ISA subscriptions, SIPP transactions.
- Articulate our services to clients and identify business opportunities based on their needs.
- Complete Portfolio Client new business workflows from initiation to completion.
- Maintain accurate client records across systems (Nexus, iO and MoneyInfo) and update records promptly.
- Obtain information from third-party providers.
- Provide clear updates on progress and any other actions, inform clients where relevant and process instructions where necessary.
- Support Legal Entity Identifier (LEI) applications, renewals and fee collection for Charity clients.
Assistant Client Manager ( Portfolio Clients) in Manchester employer: Castlefield
Castlefield is an exceptional employer that champions ethical investing and fosters a collaborative work culture in the heart of Manchester. With a strong commitment to employee development, we offer hybrid working arrangements and ample opportunities for professional growth, making it an ideal place for investment professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Client Manager ( Portfolio Clients) in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Castlefield. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Assistant Client Manager ( Portfolio Clients) in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Castlefield.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Castlefield's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Castlefield
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Castlefield.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Castlefield will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Castlefield employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
