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For Companies At a Glance
- Tasks: Support clients with account management, trading, and investment administration in a dynamic team.
- Company: Join a prestigious Wealth Management firm known for excellence and client satisfaction.
- Benefits: Gain valuable experience in finance, competitive pay, and potential for career growth.
- Other info: 8-month fixed-term contract with opportunities to learn and grow in the finance sector.
- Why this job: Make a real difference in clients' financial journeys while developing your skills in a supportive environment.
- Qualifications: 1-3 years in client services, strong MS Office skills, and a passion for outstanding customer service.
The predicted salary is between 30000 - 40000 £ per year.
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Wealth Management firm. The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments, and general investment administration e.g. processing asset transfers and cash transfers.
The Client Services Executive will diligently monitor transfers of cash and assets to and from clients' accounts, taking trade orders on portfolios and executing the trades. Recording all money movements on a daily basis and reporting weekly funds is essential.
The Client Services Executive will assemble all necessary documentation for Client Meetings, including presentations, meeting materials, review documentation, and confidential information. Preparing new and maintaining existing private client files, including scanning and filing client documents, ensuring compliance with the company’s standards is required.
Data-inputting in the CRM system ensuring information is correct and entered properly is also part of the role.
The Candidate:
- Possess a minimum of 1-3 years' experience in a similar Client Services or Client support role within an Investment Management company or Private Bank.
- Ideally have experience in client account opening and executing client orders on portfolios.
- Ideally hold IOC / IAD or be interested in working towards it.
- Strong knowledge of MS Office Suite; CRM system experience - ideally Avaloq or something similar.
- Can clearly understand and demonstrate outstanding customer service.
Client Services Executive, Investment Support, Investment Administration, Wealth Management, 8 month FTC employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive, Investment Support, Investment Administration, Wealth Management, 8 month FTC
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for a Client Services Executive role. Personal recommendations can make all the difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of investment administration and client services. Be ready to discuss your experience with account opening and trade execution, as well as how you’ve provided outstanding customer service in the past.
✨Tip Number 3
Showcase your skills with MS Office and any CRM systems you've used. If you have experience with Avaloq or similar platforms, make sure to highlight that during your conversations. It’s all about demonstrating you’re the right fit for the role!
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are proactive and engaged. Plus, it gives us a chance to see your application in the best light possible. Let’s get you that Client Services Executive role!
We think you need these skills to ace Client Services Executive, Investment Support, Investment Administration, Wealth Management, 8 month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in client support and investment management, and don’t forget to mention any relevant qualifications like IOC or IAD.
Showcase Your Skills: We want to see your skills in action! Be sure to include examples of how you've provided outstanding customer service in previous roles, especially in handling client queries and account management.
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point while still showcasing your enthusiasm for the role and the company.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our top-performing team.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of investment administration and client services. Familiarise yourself with common processes like account opening, trading, and asset transfers. Being able to speak confidently about these topics will show that you're ready for the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experience where you've provided outstanding customer service. Think about specific situations where you resolved client queries or went above and beyond to help someone. This will demonstrate your ability to excel in a client-facing role.
✨Get Comfortable with Tech
Since the role involves using CRM systems and MS Office Suite, make sure you're comfortable with these tools. If you have experience with Avaloq or similar systems, be ready to discuss it. If not, consider doing a quick online tutorial to get familiar with the basics.
✨Prepare for the Details
The role requires attention to detail, especially when it comes to documentation and compliance. Be prepared to discuss how you ensure accuracy in your work. You might even want to bring a sample of your organisational skills, like a well-maintained document or a checklist you use.