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- Tasks: Build lasting client relationships and manage the client lifecycle in a dynamic investment firm.
- Company: Join a fast-growing boutique Investment Management firm in the heart of the City.
- Benefits: Enjoy hybrid working, competitive salary, and a range of 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.
Up to £45,000 pro rata
Hybrid working available! 6 month FTC
Are 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 Executive 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 strives 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 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!
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 sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and be ready to discuss how your experience aligns with their needs. Practise common interview questions and think about how you can showcase your client service skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. It’s a simple yet effective way to reinforce your interest and professionalism.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of exciting roles, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Client Service Executive (Investments)
Some tips for your application 🫡
Show Your Client Service Skills: Make sure to highlight your experience in client-facing roles, especially within financial services. We want to see how you've built relationships and provided exceptional support to clients in the past.
Tailor Your Application: Don’t just send a generic CV! Tailor your application to reflect the specific skills and experiences that match the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Professional Yet Personable: Strike a balance between professionalism and approachability in your written application. We’re looking for someone who can be the trusted face of our organisation, so let your personality shine through while maintaining a professional tone.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Client Service Fundamentals
Before the interview, brush up on your client service skills, especially in the context of investment management. 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 Expertise
Prepare examples that highlight your administrative skills, particularly in managing client lifecycle processes. Think about times when you streamlined operations or improved processes, as this will demonstrate your ability to handle the responsibilities of the role effectively.
✨Familiarise Yourself with the Company
Research the boutique investment management firm thoroughly. Understand their values, services, and recent developments. This knowledge will not only help you answer questions but also show your genuine interest in becoming part of their team.
✨Practice Collaborative Scenarios
Since the role involves working closely with Investment Managers and clients, prepare for situational questions that assess your collaborative skills. Think of examples where you successfully worked in a team to achieve a common goal, as this will highlight your ability to strengthen relationships.
