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For Companies At a Glance
- Tasks: Engage with clients, manage their needs, and streamline processes in a dynamic investment environment.
- Company: Join a rapidly growing boutique Investment House in the heart of the City.
- Benefits: Enjoy hybrid working, excellent bonuses, and a range of employee benefits.
- Why this job: Make a meaningful impact on clients' lives while thriving in a collaborative and innovative culture.
- Qualifications: Experience in Investment Management and client-facing roles is essential; strong IT skills required.
- Other info: Be part of a team that values continuous learning and career growth.
The predicted salary is between 36000 - 54000 £ per year.
Job Description
Up to £45,000 plus EXCELLENT bonus and benefits
Hybrid working available
Are you ready to embark on a thrilling journey with a rapidly growing boutique Investment House in the heart of the City? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team.
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. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service.
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.
- 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
Investment Client Services employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Client Services
✨Tip Number 1
Network within the investment management sector. Attend industry events, webinars, or local meetups to connect with professionals already working in client services roles. This can help you gain insights and potentially get referrals.
✨Tip Number 2
Research the company thoroughly. Understand their values, recent developments, and client base. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role and the firm.
✨Tip Number 3
Prepare for situational interview questions. Think of examples from your past experiences where you've successfully managed client relationships or streamlined processes. Being able to articulate these will showcase your suitability for the role.
✨Tip Number 4
Showcase your IT skills during discussions. Familiarise yourself with the tools and software commonly used in investment management. Being able to discuss your proficiency with Microsoft Office and any other relevant platforms can set you apart.
We think you need these skills to ace Investment Client Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and client-facing roles. Use specific examples that demonstrate your ability to build relationships and manage client interactions effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client services and the investment sector. Mention why you are excited about this particular opportunity and how your skills align with the company's goals.
Highlight Relevant Skills: In your application, emphasise your strong IT skills, particularly with Microsoft Office, and your attention to detail. These are crucial for the role and should be clearly stated in your documents.
Showcase Your Client-Facing Experience: Provide examples of your previous client-facing experiences in financial services. Highlight how you have successfully managed client relationships and contributed to positive outcomes.
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Client Services
Familiarise yourself with the key responsibilities of a Client Services Executive. Be prepared to discuss how your previous experience in investment management and client-facing roles has equipped you to build lasting relationships and streamline processes.
✨Showcase Your Administrative Skills
Highlight your administrative expertise during the interview. Be ready to provide examples of how you've successfully managed client lifecycle processes and handled queries, demonstrating your attention to detail and organisational skills.
✨Demonstrate Strong IT Proficiency
Since strong IT skills are essential for this role, ensure you can confidently discuss your experience with Microsoft Office packages. You might even want to mention any specific tools or software you've used in previous positions that could be relevant.
✨Emphasise Collaboration
The role requires working closely with various stakeholders. Prepare to share examples of how you've effectively collaborated with teams, clients, and external partners in the past, showcasing your ability to strengthen relationships and ensure seamless communication.
