At a Glance
- Tasks: Join the Client Services team to enhance client experiences and manage transitions.
- Company: Respected investment management organisation focused on exceptional client service.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Dynamic role with opportunities for growth in investment operations.
- Why this job: Be a key player in delivering outstanding client experiences in the finance sector.
- Qualifications: Experience in client onboarding and knowledge of AML and KYC processes.
The predicted salary is between 40000 - 50000 £ per year.
We are working with a highly respected investment management organisation, who are seeking someone to join their Client Services team.
This is an excellent opportunity for a client-focused professional to play a key role in delivering an exceptional client experience, supporting the onboarding, transition and offboarding of clients while ensuring all activities are managed efficiently and in line with regulatory requirements.
Key Responsibilities
- Coordinate the onboarding of new clients following successful business wins.
- Manage complex client transitions and asset transfers.
- Support client offboarding processes and transfers to external providers.
- Act as a key point of contact for clients throughout the transition lifecycle.
- Respond to client queries professionally and efficiently, escalating issues where appropriate.
- Maintain accurate onboarding and transition records and provide progress updates.
- Assist with Anti-Money Laundering (AML) and Know Your Customer (KYC) processes.
- Gather, review and validate client documentation to support regulatory requirements.
- Support compliance with FCA regulations, Mi FID, FATCA and internal risk procedures.
- Coordinate investment management documentation and operational activities.
- Work collaboratively with Operations and other internal teams to ensure successful project delivery
About You
- Experience in client onboarding, transitions, investment operations or financial services administration.
- Knowledge of AML and KYC processes.
- An understanding of FCA regulations, Mi FID and FATCA.
- Strong Microsoft Office skills.
- Excellent written and verbal communication skills.
- Outstanding organisational skills with exceptional attention to detail.
- The ability to manage multiple deadlines and competing priorities.
- A proactive approach to problem-solving and issue resolution.
- A collaborative, professional and client-focused mindset.
If you're looking for your next opportunity within investment operations or client transitions and want to join a business where client experience is at the heart of everything they do, we'd love to hear from you.
Client Services Investment Management in Slough employer: Mason Blake
Mason Blake is an excellent employer that fosters a collaborative and innovative work culture in the heart of London. Employees benefit from comprehensive professional development opportunities, a supportive team environment, and the chance to contribute to impactful marketing initiatives that resonate with investors. With a focus on quality and continuous improvement, this role offers a rewarding experience for those looking to grow their careers in marketing operations.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Investment Management in Slough
✨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 Mason Blake. 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 Investment Management in Slough
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 Mason Blake.
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 Mason Blake'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 Mason Blake
✨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 Mason Blake.
✨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 Mason Blake 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 Mason Blake 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.
