At a Glance
- Tasks: Support clients with account management, trading, and investment administration.
- Company: Join a prestigious Wealth Management firm with a top-performing team.
- Benefits: Gain valuable experience in a dynamic environment with potential for growth.
- Other info: Opportunity to work towards professional qualifications and enhance your career.
- Why this job: Make a real impact by providing exceptional service to clients.
- Qualifications: 1-3 years in client services, ideally in investment management.
The predicted salary is between 35000 - 40000 £ per year.
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Wealth Management firm. The role involves dealing with client queries including day to day account opening, trading on portfolios, payments, and general investment administration such as 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. Responsibilities include recording all money movements on a daily basis and reporting weekly funds.
The role also requires assembling 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 company standards is essential.
Data inputting in the CRM system to ensure 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.
- Hold an IOC / IAD qualification or be interested in working towards it.
- Have strong knowledge of MS Office Suite.
- Experience with CRM systems, ideally Avaloq or something similar.
- Demonstrate outstanding customer service skills.
Client Services Executive , Investment Support , Investment Administration , Wealth Management , 6 month FTC in Slough employer: JJ SEARCH LIMITED
Join a prestigious Wealth Management firm that values excellence and client satisfaction, offering a dynamic work environment where your contributions directly impact client relationships. With a strong focus on employee development, you will have access to training opportunities and a supportive team culture that encourages growth and collaboration. Located in a vibrant area, this role not only provides meaningful work but also the chance to be part of a top-performing team dedicated to delivering exceptional service.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive , Investment Support , Investment Administration , Wealth Management , 6 month FTC in Slough
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like JJ SEARCH LIMITED.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like JJ SEARCH LIMITED might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Client Services Executive , Investment Support , Investment Administration , Wealth Management , 6 month FTC in Slough
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at JJ SEARCH LIMITED will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at JJ SEARCH LIMITED. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give JJ SEARCH LIMITED confidence in your short-term commitment to the role.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with JJ SEARCH LIMITED.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure JJ SEARCH LIMITED that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
