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For Companies At a Glance
- Tasks: Engage with clients, manage their needs, and ensure smooth communication.
- Company: Join a leading Investment Management firm known for exceptional financial services.
- Benefits: Enjoy hybrid working, a salary up to £32,000, plus excellent bonuses and perks.
- Why this job: Be part of a vibrant team and make a real impact in client relationships.
- Qualifications: No specific qualifications required; just a proactive attitude and a passion for client service.
- Other info: This role offers a fantastic opportunity for career growth in a dynamic industry.
The predicted salary is between 28800 - 38400 £ per year.
Hybrid working available! Up to £32,000 plus EXCELLENT bonus and benefits.
A fantastic opportunity has arisen for you to develop your career within Investments and Wealth Management. Our client is expanding, and an exceptional opportunity awaits you! We are on the hunt for a dedicated Client Services Executive to join this vibrant client team based in Cambridge. This leading Investment Management firm strives to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion, they are seeking a proactive and client-focused individual to be the face of the organization.
As a Client Services Executive, you will be the cornerstone of client interactions, ensuring seamless communication and outstanding service.
Duties of the Client Services Executive include:
- Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
- Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You will be instrumental in ensuring smooth portfolio valuation processes.
- Administrative Expertise: Act as the go-to person for all administrative tasks.
Client Service Executive (Investment Management) employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive (Investment Management)
✨Tip Number 1
Familiarise yourself with the investment management industry. Understanding key concepts, trends, and terminology will not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture and expectations.
✨Tip Number 3
Prepare to discuss your client service experience in detail. Think of specific examples where you've successfully built relationships or streamlined processes, as these will demonstrate your suitability for the role.
✨Tip Number 4
Research the company’s values and recent developments. Being knowledgeable about their mission and any recent news will show your genuine interest and help you stand out as a candidate who is aligned with their goals.
We think you need these skills to ace Client Service Executive (Investment Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and investment management. Use keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and investment management. Mention specific examples of how you've built relationships and streamlined processes in previous roles.
Highlight Relevant Skills: Emphasise skills such as communication, relationship-building, and administrative expertise. Provide concrete examples of how you've successfully applied these skills in past positions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Click To Hired
✨Research the Company
Before your interview, take some time to learn about the investment management firm. Understand their values, services, and recent developments. This will not only show your interest but also help you tailor your answers to align with their goals.
✨Prepare for Client-Focused Questions
As a Client Services Executive, you'll need to demonstrate your ability to build relationships. Be ready to discuss past experiences where you've successfully managed client interactions or resolved issues. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Showcase Your Administrative Skills
Highlight your organisational and administrative expertise during the interview. Be prepared to discuss how you've streamlined processes in previous roles, as this is crucial for managing the client lifecycle effectively.
✨Ask Insightful Questions
At the end of the interview, ask questions that reflect your understanding of the role and the company. Inquire about their approach to client relationship management or how they measure success in client services. This shows your enthusiasm and engagement.
