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- Tasks: Engage with clients, manage their needs, and streamline processes in a dynamic investment environment.
- Company: Join a leading Investment Management firm known for exceptional financial services and client relationships.
- Benefits: Enjoy hybrid working, competitive salary up to £35,000, plus excellent bonuses and professional growth opportunities.
- Why this job: Make a meaningful impact on clients' lives while thriving in a collaborative and innovative team culture.
- Qualifications: Previous experience in financial services and strong IT skills are essential; client-facing experience is a must.
- Other info: This role offers ongoing training and development in a fast-growing boutique investment house.
The predicted salary is between 28000 - 42000 £ per year.
Location: Watford, Hertfordshire, United Kingdom
Job Category: Other - EU work permit required: Yes
Job Description:
Up to £35,000 plus EXCELLENT bonus and benefits
Hybrid working available
Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We are on the hunt for a dedicated Client Services Executive to join this vibrant client team based in Manchester. This leading Investment Management firm strives to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion, they are seeking a proactive and client-focused individual to be the face of the organization.
As a Client Services Executive, you will be the cornerstone of client interactions, ensuring seamless communication and outstanding service.
Duties of the Client Services Executive include:
- Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
- Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You will be instrumental in ensuring smooth portfolio valuation processes.
- Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings, and providing valuable insights. You will support the Investment Team by gathering essential information to support client suitability.
- Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. Manage the client lifecycle administration process, including onboarding, processing client payments, and supporting portfolio valuation processes, all in adherence with the Operating Model. Maintain client records and internal CRM systems.
What we need from you as a Client Service Executive:
- Previous experience working within financial services highly advantageous
- Client-facing experience within financial services is required.
- Personable and professional with strong time management skills and a keen eye for detail.
- Strong IT skills, including proficiency in Microsoft Office packages.
What’s in it for you:
- Thriving Environment: Join a fast-growing boutique Investment House in the heart of Bristol, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
- Meaningful Client Impact: As a Client Services Executive, you will play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
- Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development.
Client Service Executive (Investment Management) employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive (Investment Management)
✨Tip Number 1
Familiarise yourself with the investment management industry. Understanding current trends, key players, and market dynamics will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with individuals who can provide insights or even refer you to opportunities within the company.
✨Tip Number 3
Prepare to discuss your client-facing experience in detail. Think of specific examples where you've successfully built relationships or resolved issues, as this will showcase your suitability for the Client Services Executive role.
✨Tip Number 4
Research the company culture and values of the investment management firm. Tailoring your approach to align with their ethos will not only help you stand out but also show that you're a great fit for their team.
We think you need these skills to ace Client Service Executive (Investment Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and client-facing roles. Emphasise skills such as time management, attention to detail, and proficiency in Microsoft Office, as these are crucial for the Client Service Executive position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your ability to build lasting relationships with clients. Use specific examples from your past experiences to demonstrate how you can contribute to the company's success.
Highlight Relevant Skills: In your application, clearly outline your administrative expertise and any experience you have with client lifecycle processes. Mention your ability to collaborate effectively with teams and stakeholders, as this is key for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential traits for a Client Services Executive.
How to prepare for a job interview at JR United Kingdom
✨Research the Company
Before your interview, take some time to research the investment management firm. Understand their values, services, and recent developments. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare for Client-Focused Questions
As a Client Service Executive, you'll need to demonstrate your ability to build relationships. Prepare examples from your past experiences where you've successfully managed client interactions or resolved issues. This will highlight your client-facing skills.
✨Showcase Your Administrative Skills
Given the role's emphasis on managing the client lifecycle and administrative tasks, be ready to discuss your organisational skills. Share specific instances where you've streamlined processes or improved efficiency in previous roles.
✨Demonstrate IT Proficiency
Since strong IT skills are essential for this position, be prepared to discuss your experience with Microsoft Office and any other relevant software. You might even want to mention how you've used technology to enhance client service in the past.
