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- Tasks: Be the first point of contact for clients and manage their lifecycle processes.
- Company: Join a boutique Investment House in vibrant Glasgow.
- Benefits: Up to £37,000 salary, hybrid working, 25 days leave, and private medical insurance.
- Why this job: Make a real impact while developing relationships in a fast-growing environment.
- Qualifications: Experience in financial services and strong IT skills are essential.
- Other info: Enjoy professional growth with ongoing training and diverse projects.
The predicted salary is between 30000 - 42000 £ per year.
Up to £37,000 plus excellent bonus and benefits. Hybrid working available! A fantastic opportunity has arisen to join a boutique Investment House based in the heart of Glasgow as they seek to hire a Client Services Executive to join their client team. You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycle processes, and working to guarantee that every client is provided with excellent continuity and completeness of service.
Responsibilities
- Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes.
- Manage the client lifecycle administration process.
- Ensure that all processes are in adherence with the Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes.
- Maintaining client records and internal CRM systems.
- Supporting the Investment Team with gathering relevant information to support client suitability.
- Acting as the ‘go to’ person for administration queries and as the client’s first point of contact. This will involve attending client meetings and leading discussions regarding administration matters.
- Support relationship with Investment Managers, clients and external providers.
Requirements
- Previous experience in Financial Services managing the complete lifecycle of administration processes.
- Experience in wealth and/or investment management highly desirable.
- Client facing and administration experience is essential.
- Personable and professional with strong time management skills and a keen eye for detail.
- Strong IT skills including Microsoft Office packages.
Benefits
- Hybrid Working: Offering you flexibility and balance.
- Fantastic Benefits: including a brilliant pension, 25 days Annual Leave + Bank Holidays (with option to purchase more), Private medical insurance, Season travel ticket loan and Study support.
- Thriving Environment: Join a fast-growing boutique Investment House in the heart of Glasgow, where exciting growth and expansion creates a dynamic and stimulating work environment.
- Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development.
Client Services Executive (Investments) employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive (Investments)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Executive role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their client approach and be ready to discuss how your experience aligns with their needs. We want you to shine as the perfect fit for their team!
✨Tip Number 3
Practice your communication skills! As a Client Services Executive, you'll be the first point of contact for clients. Role-play common scenarios with a friend to boost your confidence and ensure you can handle any client query with ease.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Client Services Executive (Investments)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in financial services and client administration, as well as any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Be personable and professional – we love a bit of personality!
Showcase Your Client Management Skills: In your application, emphasise your experience managing client relationships and lifecycle processes. We’re looking for someone who can engage proactively with clients, so share examples of how you've done this in the past.
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Client Services Inside Out
Make sure you understand the client lifecycle processes and how they relate to the role. Brush up on your knowledge of client management in financial services, as this will show your potential employer that you're ready to hit the ground running.
✨Showcase Your People Skills
As a Client Services Executive, you'll be the first point of contact for clients. Prepare examples of how you've successfully managed client relationships in the past. Highlight your personable nature and ability to engage with clients effectively.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client queries or administration challenges. Think through how you would handle these scenarios, demonstrating your problem-solving skills and attention to detail.
✨Familiarise Yourself with the Company
Research the boutique Investment House and its values. Understanding their approach to client service and investment management will help you tailor your responses and show genuine interest in the company during the interview.
