Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build lasting client relationships and manage the client lifecycle in a dynamic investment firm.
- Company: Join a fast-growing boutique Investment Management company in the heart of the City.
- Benefits: Enjoy hybrid working, competitive salary, and a range of excellent employee benefits.
- Why this job: Make a real impact on clients' lives while thriving in a collaborative environment.
- Qualifications: Experience in investment management and strong client-facing skills required.
- Other info: Be part of a vibrant team focused on innovation and continuous learning.
The predicted salary is between 36000 - 54000 £ per year.
Client Service Executive (Investments)Up to £45,000 pro rataHybrid working available!6 month FTCAre you a client service superstar ready to make a tangible impact within a rapidly expanding, highly regarded boutique Investment Management firm? Do you thrive on building exceptional relationships and being the trusted face of an organization committed to unparalleled financial services?
A fantastic opportunity has arisen to join a highly regarded boutique Investment Management company in the heart of the City! We\’re on the hunt for a dedicated Client Services Executives to join this vibrant team to work closely with Investment Directors to ensure clients are always receiving the highest level of support. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization.
Duties of the Client Services Executive to 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.
Adhere to all client lifecycle processes in line with the Operating Model (including end-to-end management of account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations) and elevate process improvement suggestions as needed.
Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You\’ll 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\’ll 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.
What we need from you as a Client Service Executive:
Previous experience working within Investment Management is essential
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 Microsoft Office packages.
What\’s in it for you:
Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, 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\’ll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients\’ lives and contribute to building lasting relationships!
Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
#J-18808-Ljbffr
Client Service Executive (Investments) employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive (Investments)
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you're the perfect fit for their team!
✨Tip Number 3
Practice your client-facing skills! Since this role is all about building relationships, consider role-playing scenarios with friends or family to boost your confidence and refine your communication style.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're genuinely interested in joining our fantastic team!
We think you need these skills to ace Client Service Executive (Investments)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Service Executive role. Highlight your experience in investment management and client-facing roles, showcasing how you've built strong relationships and delivered exceptional service.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about client service in the investment sector. Share specific examples of how you've made a difference for clients in the past.
Showcase Your Skills: Don’t forget to highlight your IT skills, especially with Microsoft Office. We want to see how you can streamline processes and manage client lifecycle administration effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Client Service Fundamentals
Brush up on the key principles of client service, especially in the investment management sector. Be ready to discuss how you’ve built and maintained relationships with clients in the past, as this role is all about being the trusted face of the organisation.
✨Showcase Your Administrative Skills
Prepare examples that highlight your administrative expertise. Think about times when you’ve streamlined processes or managed client lifecycle tasks effectively. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Familiarise Yourself with Financial Services
Make sure you understand the basics of investment management and financial services. Being able to speak knowledgeably about the industry will show your enthusiasm and readiness to contribute to the team right away.
✨Practice Collaborative Scenarios
Since the role involves working closely with Investment Managers and clients, think of examples where you’ve successfully collaborated with others. Practising these scenarios can help you articulate your teamwork skills during the interview.
