Investment Client Services Associate | Hybrid Role in Liverpool

Investment Client Services Associate | Hybrid Role in Liverpool

Liverpool Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Evelyn Partners

At a Glance

  • Tasks: Provide administrative support to Investment Managers and ensure client satisfaction.
  • Company: Evelyn Partners, a leading investment management firm in Liverpool.
  • Benefits: Hybrid work model after probation, competitive salary, and supportive team environment.
  • Other info: Opportunity for growth in a fast-paced, client-focused environment.
  • Why this job: Join a dynamic team and make a difference in client investment experiences.
  • Qualifications: Experience in investment management and strong organisational skills required.

The predicted salary is between 30000 - 40000 £ per year.

Evelyn Partners in Liverpool is seeking a motivated individual to provide full administrative support to Investment Managers. The ideal candidate will ensure client satisfaction through direct communication and maintain back-office systems.

Applicants should have proven experience in investment management, excellent organizational skills, and a strong client service ethic. The role is primarily in-office during probation with a hybrid model thereafter.

Investment Client Services Associate | Hybrid Role in Liverpool employer: Evelyn Partners

Evelyn Partners is an excellent employer located in the vibrant city of Liverpool, offering a dynamic work culture that prioritises client satisfaction and employee development. With a strong focus on professional growth, employees benefit from comprehensive training and support, while the hybrid working model promotes a healthy work-life balance. Join us to be part of a collaborative team that values your contributions and fosters a rewarding career in investment management.

Evelyn Partners

Contact Details:

Evelyn Partners Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Client Services Associate | Hybrid Role in Liverpool

Tip Number 1

Network like a pro! Reach out to your connections in the investment management field. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.

Tip Number 2

Prepare for those interviews! Research Evelyn Partners and understand their values and services. Tailor your responses to show how your skills align with their needs, especially in client service and administrative support.

Tip Number 3

Show off your organisational skills! During interviews, share specific examples of how you've managed multiple tasks or projects effectively. This will demonstrate your ability to thrive in a fast-paced environment like investment management.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.

We think you need these skills to ace Investment Client Services Associate | Hybrid Role in Liverpool

Administrative Support
Client Communication
Back-office Systems Management
Investment Management Experience
Organizational Skills
Client Service Ethic
Motivation

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in investment management and client services. We want to see how your skills align with what we’re looking for, so don’t be shy about showcasing your relevant achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the Investment Client Services Associate role and how you can contribute to our team. Keep it personal and engaging – we love a bit of personality!

Showcase Your Organisational Skills:Since this role involves providing administrative support, make sure to highlight your organisational skills in your application. We want to know how you manage tasks and keep everything running smoothly, so give us some examples!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at Evelyn Partners!

How to prepare for a job interview at Evelyn Partners

Know Your Investment Management Basics

Before heading into the interview, brush up on your investment management knowledge. Understand key concepts and current market trends, as this will show your genuine interest in the field and help you engage in meaningful conversations with the interviewers.

Demonstrate Your Organisational Skills

Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained efficiency under pressure.

Client Service is Key

Evelyn Partners values client satisfaction, so think of specific instances where you went above and beyond for a client. Share these stories during the interview to highlight your strong client service ethic and ability to build relationships.

Prepare Questions About the Hybrid Model

As the role transitions to a hybrid model, come prepared with questions about how the team collaborates in this setup. This shows your forward-thinking attitude and willingness to adapt, which are crucial traits for success in a hybrid work environment.