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For Companies At a Glance
- Tasks: Engage with clients, respond to queries, and support the sales team in a dynamic environment.
- Company: Join Pinnacle Investment Management, a global leader managing over £75 billion in assets.
- Benefits: Enjoy potential career growth, international travel opportunities, and a collaborative work culture.
- Why this job: Be part of a growing team with a chance to lead client service functions in the future.
- Qualifications: 2-5 years in client service or sales support; Salesforce experience is a plus.
- Other info: This is the first dedicated client service role in the UK, paving the way for future hires.
The predicted salary is between 36000 - 60000 £ per year.
Pinnacle Investment Management Group Limited (ASX:PNI) is a leading global multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class investment management firms. Pinnacle currently consists of eighteen investment management firms that collectively manage over £75 billion in assets across a diverse range of asset classes across both public and private markets. Our affiliated managers operate autonomously, in line with our philosophy that supported independence is an essential ingredient in sustaining investment excellence and business resilience over the long term. Pinnacle is headquartered in Australia, with offices in London, Toronto, Auckland, New York and Los Angeles.
About the Role
Due to the recent growth of the UK business we are expanding our UK Distribution team who cover both institutional and wholesale investors across the EMEA region. Based out of the London office, some international travel may be required. Whilst primarily a client service role, there will also be some sales support tasks, working alongside the distribution team. The hire will be the first dedicated client service role in the UK, with the intention that over time more hires will be made. There is therefore a career trajectory from being part of a growing team, with potential for leading the client service function and management responsibilities in the future.
Responsibilities
- Respond to investor queries in a timely and appropriate manner.
- Liaise with the appropriate affiliate to ensure client reporting is delivered to a high standard.
- Assist in investor onboarding.
- Client liaison point with custodian and administrator around new investors.
- Support sales team with all aspects of client interaction.
- Prepare periodic peer analysis of competing strategies and firms.
- Proactively assist with focused marketing/client events.
- Collect and analyse data to support sales goals and campaigns.
- CRM Management.
Required Skills
- 2-5 years’ relevant experience (client service, sales support) in asset management preferred.
- Though not required, Salesforce experience preferred (i.e. beyond basic administration).
- ‘Take ownership’ mindset, ability to operate independently and without supervision.
- Desire to learn and develop skillset across all aspects of client service distribution: investor queries, reporting, marketing, material development, RFP’s, platform onboarding and prospecting.
- Excellent verbal and written communication skills.
- Attention to detail and ability to work on multiple projects at once.
- Ability to work in a fast-paced, collaborative and team-orientated environment.
Client Service Associate employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate
✨Tip Number 1
Familiarise yourself with Pinnacle Investment Management Group and their affiliated firms. Understanding their investment strategies and client base will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who have experience in client service roles. Attend industry events or webinars to connect with potential colleagues and gain insights into the company culture at Pinnacle.
✨Tip Number 3
Brush up on your Salesforce skills, as having a solid understanding of CRM systems can set you apart from other candidates. Consider taking an online course or tutorial to enhance your knowledge and show your commitment to learning.
✨Tip Number 4
Prepare to discuss how you've handled client queries and supported sales teams in previous roles. Be ready to share specific examples that highlight your problem-solving skills and ability to work independently, as these are key traits for the Client Service Associate position.
We think you need these skills to ace Client Service Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service and sales support, particularly in asset management. Use specific examples that demonstrate your ability to respond to investor queries and manage multiple projects.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Pinnacle Investment Management Group's mission and values. Emphasise your 'take ownership' mindset and your desire to learn and grow within the client service distribution role.
Highlight Relevant Skills: In your application, clearly outline your communication skills, attention to detail, and ability to work in a fast-paced environment. Mention any experience with CRM systems like Salesforce, even if it's basic, as it could set you apart.
Show Enthusiasm for the Role: Convey your excitement about being part of a growing team at Pinnacle. Discuss how you can contribute to the client service function and your interest in taking on management responsibilities in the future.
How to prepare for a job interview at JR United Kingdom
✨Understand the Company Culture
Before your interview, take some time to research Pinnacle Investment Management Group. Understand their mission and values, especially their philosophy of 'supported independence'. This will help you align your answers with what they value in their employees.
✨Showcase Your Client Service Experience
Since this role is primarily client service-oriented, be prepared to discuss your previous experiences in client service or sales support. Use specific examples that demonstrate your ability to handle investor queries and manage relationships effectively.
✨Demonstrate Your Proactive Mindset
Pinnacle is looking for someone with a 'take ownership' mindset. During the interview, share instances where you took initiative in your previous roles, whether it was improving processes or leading a project. This will show that you can operate independently and contribute positively to the team.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations related to client service and sales support. Think about potential scenarios you might face in this role and prepare thoughtful responses that highlight your problem-solving skills and attention to detail.
