At a Glance
- Tasks: Deliver exceptional client experiences and manage client administration processes.
- Company: Leading UK wealth management firm with a strong reputation.
- Benefits: Up to £45,000 salary, hybrid working, bonuses, and excellent perks.
- Other info: Great opportunities for professional development and potential permanent position.
- Why this job: Join a respected firm and build a long-term career in finance.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 45000 - 45000 £ per year.
A leading UK wealth management firm is seeking a Client Services Executive to join its Investment Management division in London. This is an excellent opportunity to join a highly respected financial services organisation with a long-standing reputation for delivering investment management and wealth planning solutions to private clients, charities and institutions. The position offers exposure to a specialist investment team and provides the chance to build a long-term career within a growing business.
The Opportunity
As a Client Services Executive, you will play a pivotal role in delivering an exceptional client experience. Acting as the primary point of contact for clients and internal stakeholders, you will take ownership of client administration and lifecycle management, ensuring all processes are completed efficiently and accurately. This role offers a blend of client interaction, relationship management and operational support, making it ideal for an experienced financial services administrator looking to take the next step in their career.
Key Responsibilities
- Develop and maintain strong relationships with clients and internal stakeholders.
- Manage the client lifecycle administration process from start to finish.
- Act as the key liaison between clients, investment managers, operations teams and other stakeholders.
- Oversee account opening, onboarding, transfers, client payments and account amendments.
- Support portfolio valuation processes and ensure all administrative tasks are completed accurately.
- Assist with client suitability information gathering and preparation of client summaries and welcome packs.
- Attend client meetings where appropriate and support the wider investment team.
- Act as the first point of contact for client queries and administration matters.
- Contribute to process improvements and share best practice across the business.
- Support more complex client events, including estate, probate and deceased client administration.
About You
To be considered for this opportunity, you should have:
- Experience within a financial services administration or client services role.
- Experience managing end-to-end client administration processes.
- Strong organisational and relationship management skills.
- Excellent communication and client service abilities.
- A good understanding of financial services products and regulatory requirements.
- Experience supporting investment management, wealth management or financial planning teams would be advantageous.
- Investment Operations Certificate (IOC) qualification or progress towards professional qualifications would be beneficial.
Package & Benefits
- Salary up to £45,000
- Annual discretionary bonus
- Hybrid working (up to 3 days working from home)
- Competitive pension scheme
- Private Medical Insurance
- Life Assurance
- Income Protection
- Health Screening
- Employee Share Scheme
- Season Ticket Loan
- 25 days annual leave
- Option to purchase additional annual leave
- Full study support and professional development funding
Why Apply?
This is an outstanding opportunity to join one of the UK's most respected wealth management organisations, offering a supportive environment, excellent benefits, career development opportunities and the possibility of securing a permanent position following the initial contract period.
Investment Administrator in Slough employer: mbf
Join a leading UK wealth management firm that prioritises employee growth and well-being, offering a supportive work culture and excellent benefits including hybrid working options and professional development funding. As a Client Services Executive in London, you will have the opportunity to build strong client relationships while being part of a respected team dedicated to delivering exceptional investment management solutions. This role not only provides a competitive salary and bonus structure but also the potential for a long-term career within a dynamic and growing business.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator 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 mbf.
✨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 mbf 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 Investment Administrator 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 mbf 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 mbf. 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 mbf confidence in your short-term commitment to the role.
How to prepare for a job interview at mbf
✨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 mbf.
✨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 mbf 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.
