At a Glance
- Tasks: Support the global Operations team and ensure compliance with data protection regulations.
- Company: Leading Investment Manager with a focus on collaboration and integrity.
- Benefits: Gain valuable experience in financial services and develop your professional skills.
- Other info: Fast-paced environment with opportunities for growth and development.
- Why this job: Join a dynamic team and make an impact in the investment management sector.
- Qualifications: Relevant qualification or experience in Financial Services; strong analytical skills required.
The predicted salary is between 31500 - 38500 £ per year.
About the Company: Our client, a leading Investment Manager, is currently seeking a Client Services Associate. The successful candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. You will work with both the broader Operations and Investment teams across all offices.
Key Responsibilities:
The role is not client facing; all client relationships are managed by the Investment Principals and Partners. However, strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise, such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, and banks. You will be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. You will ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
Candidates must have experience:
- Have a relevant qualification and/or equivalent work experience.
- Have approximately two years, or equivalent, prior experience of working within Financial Services/Asset or Investment Management – internships will also be considered.
- Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook.
- Be an articulate self-starter with strong analytical and organisational skills.
- Be able to prioritise daily workloads whilst working efficiently and accurately under pressure.
- Be able to multi-task in a fast-paced investment environment.
- Demonstrate a high level of attention to detail and be very comfortable working with numbers.
- Have a high degree of integrity and professionalism and be a collaborative “team player”.
Locations
Client Services Associate in Hampshire, West End employer: KennedyPearce Consulting
KennedyPearce Consulting is an excellent employer, offering a dynamic work environment in the heart of Greater London, where creativity meets finance in the vibrant TV production industry. Employees benefit from a supportive culture that prioritises professional growth, with clear pathways for advancement and the potential for permanent positions. Join us to be part of a team that values collaboration and innovation, making your contributions meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Associate in Hampshire, West End
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like KennedyPearce Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Associate in Hampshire, West End
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to KennedyPearce Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on KennedyPearce Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at KennedyPearce Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with KennedyPearce Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at KennedyPearce Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former KennedyPearce Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
