At a Glance
- Tasks: Support investment teams and deliver exceptional client experiences in a dynamic environment.
- Company: Reputable UK wealth-management firm known for long-term financial planning.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Opportunity for career growth and involvement in innovative projects.
- Why this job: Be the key contact for clients and make a real impact on their financial journeys.
- Qualifications: Experience in financial services and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
A leading UK wealth-management and investment services firm is seeking a Client Service Executive to support its investment teams and deliver an exceptional client experience. The organisation is well-established, highly reputable, and known for providing long-term financial planning and investment management services to private clients, charities, and institutions.
About the Role
This is a client-facing position responsible for service delivery and relationship management. The role acts as the primary contact for all Client Lifecycle tasks and queries, ensuring smooth end-to-end administration and supporting the operating model for the local investment management team. Although embedded locally, the role works within a centrally managed framework.
- Build and maintain strong relationships with clients and internal stakeholders, using business and client knowledge to deliver excellent outcomes
- Manage all stages of the client lifecycle to ensure a timely, efficient experience
- Act as the main liaison between clients, investment teams, operations, and other stakeholders, ensuring clear communication throughout
- Follow all lifecycle processes in line with the Operating Model, including account opening, onboarding, transfers, payments, amendments, and quarterly valuations
- Gather required information and produce client summaries and welcome letters
- Work with colleagues and wider admin functions to share knowledge and improve processes
- Serve as the first point of contact for administration queries, including attending client meetings and leading discussions on admin matters
- Handle more complex processes such as estates, deceased clients, and probate
Measures of Success
- High accuracy in maintaining client support systems and data
- Identification and escalation of opportunities for operational efficiency and process improvement
- Full ownership of administration activity, reducing the admin burden on Investment Managers
- Active participation in Client Support meetings and contribution of best-practice ideas
- Effective collaboration across teams and departments
- Proactive involvement in project work or working groups
- Positive engagement with change and new technology
- Consistent demonstration of the firm’s values
About You
- Experience in a similar Financial Services role managing end-to-end administration processes
- Client-facing experience (desirable)
- Investment Operations Certificate (desirable)
- Progression from a CSA role or equivalent external experience
- GCSEs (A–C) in English and Maths or equivalent
- Broad understanding of the firm’s proposition suite
- Knowledge of the regulatory environment
- Understanding of the products and services offered
Apply today if this sounds like the role for you!
Investment Administrator employer: Flair for Recruitment
Join a dynamic financial services organisation that prioritises employee growth and development. With a competitive salary and benefits package, you will thrive in a supportive and collaborative work environment, where your leadership skills will be nurtured and your contributions to operational excellence are valued. This role offers the chance to lead a high-performing team while enjoying ongoing professional development opportunities in a rapidly growing sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in investment management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their client service approach and think of examples from your past experiences that showcase your skills in managing client relationships.
✨Tip Number 3
Practice your communication skills! Since this role is client-facing, being able to articulate your thoughts clearly and confidently is key. Consider mock interviews with friends or use online platforms to refine your pitch.
✨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 are proactive and engaged with our brand.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Administrator role. Highlight relevant experience in financial services and client-facing roles, and don’t forget to showcase your understanding of lifecycle processes!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills align with the company’s values. Keep it concise but impactful!
Showcase Your Communication Skills:Since this role involves liaising with clients and internal teams, demonstrate your communication skills in your application. Use clear and professional language, and maybe even share an example of how you’ve effectively managed client relationships in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at Flair for Recruitment
✨Know Your Client Lifecycle
Familiarise yourself with the client lifecycle processes mentioned in the job description. Be ready to discuss how you would manage tasks like account opening and onboarding, as well as how you can ensure a smooth experience for clients.
✨Showcase Your Communication Skills
Since this role involves being the main liaison between clients and various teams, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, especially in client-facing situations.
✨Demonstrate Your Problem-Solving Abilities
Think of scenarios where you've had to handle complex administrative issues or client queries. Be prepared to share these experiences and explain how you approached the problems and what the outcomes were.
✨Engage with the Firm’s Values
Research the firm’s values and think about how they align with your own. During the interview, express how you embody these values in your work ethic and client interactions, showing that you're a great cultural fit.
