At a Glance
- Tasks: Be the go-to person for clients, ensuring smooth communication and support.
- Company: Boutique Discretionary Fund Management firm in Edinburgh.
- Benefits: Competitive salary, training opportunities, and a supportive team environment.
- Other info: Opportunity for career growth and some travel to London for training.
- Why this job: Join a dynamic team and make a real difference in client services.
- Qualifications: Strong communication skills; experience in client services is a plus.
The predicted salary is between 30000 - 40000 € per year.
Idex Consulting is working with a boutique Discretionary Fund Management (DFM) firm to recruit a Client Services Executive for their Edinburgh office.
As a Client Services Executive, you will be a central point of contact for clients and intermediaries, ensuring smooth communication, accurate processing of instructions, and proactive support across all client servicing activity. You’ll work closely with portfolio managers, operations, compliance, and data teams to ensure an efficient and compliant client journey.
Key Responsibilities:
- Act as a main point of contact for clients and intermediaries
- Handle queries, instructions, and maintain accurate client records
- Prepare meeting packs and support client reporting and valuations
- Assist with onboarding, including KYC and suitability checks
- Coordinate with Operations, Risk Compliance, and Data teams
- Process client payments following verification
- Support general office duties including admin, diary and reception cover
About you:
- Level 3 IOC (Investment Operations Certificate) or willingness to study towards
- Ideally 2 years’ experience in a similar client services or financial services role (entry-level candidates with strong potential also considered)
- Strong communication and organisational skills
- CRM experience (e.g. Xplan) desirable
Additional Information:
- Some travel to London required for initial training
Client Services Executive employer: IDEX Consulting Ltd
Idex Consulting offers a dynamic and supportive work environment in the heart of Edinburgh, where you will play a pivotal role in client relations as a Client Services Executive. With a strong emphasis on employee development, the firm provides opportunities for professional growth through training and mentorship, alongside a collaborative culture that values communication and teamwork. Enjoy the unique advantage of working in a boutique firm that prioritises client satisfaction while fostering a rewarding career path in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Client Services Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client servicing approach and think about how your skills align with their needs. This will help you stand out as a candidate who’s genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a Client Services Executive, you'll need to convey information clearly and effectively. Try mock interviews with friends or family to get comfortable discussing your experience and answering common interview questions.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team at Idex Consulting.
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Client Services Executive role. Highlight any relevant experience in client servicing or financial services, and don’t forget to mention your communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your enthusiasm for working with clients and how you can contribute to a smooth client journey.
Showcase Your Skills:Don’t just list your skills; show us how you’ve used them in past roles. If you have experience with CRM systems like Xplan, make sure to highlight that. We love seeing real examples of your capabilities!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you understand the basics of discretionary fund management and the role of a Client Services Executive. Brush up on key terms and concepts, as well as the specific responsibilities mentioned in the job description. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
Since this role involves being a central point of contact, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively handled client queries or maintained records in previous roles. This will demonstrate your strong communication skills.
✨Be Ready for Scenario Questions
Expect questions that assess how you would handle specific situations, like onboarding a new client or processing payments. Think through potential scenarios beforehand and prepare your responses to highlight your problem-solving abilities and attention to detail.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, team dynamics, or the tools they use (like CRM systems). This not only shows your interest but also helps you gauge if the company is the right fit for you.
