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For Companies At a Glance
- Tasks: Manage client relationships and oversee administrative tasks for a top-notch client experience.
- Company: Niche investment house in Cambridge with a focus on quality service.
- Benefits: Hybrid working model, competitive salary up to £27k, and additional benefits.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: Experience in Investment or Wealth Management and strong client administration skills.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 24000 - 30000 £ per year.
A niche investment house in Cambridge is seeking an Investment Administrator to join their Investment Operations Team. You will manage client relationships as the first point of contact and oversee administrative tasks to ensure a high-quality client experience.
The ideal candidate will have experience in the Investment or Wealth Management industry and be skilled in managing client administration processes. This role offers a hybrid working model and up to £27k plus benefits.
Investment Admin Specialist (Hybrid) - Client Lifecycle Lead in England employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Admin Specialist (Hybrid) - Client Lifecycle Lead in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment or wealth management industry. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and be ready to discuss how your experience aligns with their needs. Practise common interview questions to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your achievements in client administration. This can set you apart from other candidates and demonstrate your value.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles like the Investment Admin Specialist. Don’t miss out on opportunities – get your application in today!
We think you need these skills to ace Investment Admin Specialist (Hybrid) - Client Lifecycle Lead in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the Investment or Wealth Management industry. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Investment Admin Specialist role. We love seeing your personality come through, so keep it engaging and professional.
Showcase Client Relationship Skills: Since this role involves managing client relationships, make sure to highlight any experience you have in this area. We’re looking for someone who can create a high-quality client experience, 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 Investment Stuff
Make sure you brush up on your knowledge of the investment and wealth management industry. Familiarise yourself with current trends, key players, and any recent news that could impact client relationships. This will show your potential employer that you're not just a candidate, but someone who genuinely understands the field.
✨Client Relationship Focus
Since this role involves managing client relationships, think about your past experiences where you've successfully built rapport with clients. Prepare specific examples to demonstrate your skills in communication and problem-solving. This will help you convey how you can enhance the client experience at their firm.
✨Get Organised
As an Investment Admin Specialist, you'll need to juggle various administrative tasks. Before the interview, create a list of your organisational strategies and tools you’ve used in previous roles. Being able to discuss how you keep things running smoothly will highlight your suitability for the position.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the team dynamics, the company culture, or how they measure success in client administration. This not only shows your interest in the role but also helps you determine if the company is the right fit for you.
