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- Tasks: Build lasting client relationships and manage the complete client lifecycle.
- Company: Join a fast-growing boutique Investment Management firm in the City.
- Benefits: Up to £45,000 pro rata, hybrid working, and excellent employee benefits.
- Why this job: Make a real impact on clients' lives while thriving in a dynamic environment.
- Qualifications: Experience in Investment Management and strong client-facing skills required.
- Other info: Collaborative culture with opportunities for continuous learning and career growth.
The predicted salary is between 36000 - 54000 £ per year.
Up to £45,000 pro rata plus excellent benefits. Hybrid working available!
A fantastic opportunity has arisen to join a highly regarded boutique Investment Management company in the heart of the City! We are on the hunt for a dedicated Client Services Executive to join this vibrant team on a 12 month FTC 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: Manage account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations and elevating 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 will 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. 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 will 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 that truly values their employees!
12 month FTC Client Service Executive (Investment Management) in London employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 12 month FTC Client Service Executive (Investment Management) in London
✨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 Client Services Executive role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your client-facing skills and administrative expertise.
✨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 in being part of their vibrant team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining our fantastic team!
We think you need these skills to ace 12 month FTC Client Service Executive (Investment Management) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Services Executive. Highlight your experience in Investment Management and client-facing roles, showcasing how you've built lasting relationships and streamlined processes.
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 investment management. Share specific examples of how you've made a meaningful impact in previous roles.
Show Off Your IT Skills: Since strong IT skills are a must, don’t forget to mention your proficiency with Microsoft Office and any other relevant tools. We want to see how tech-savvy you are and how you can support our team 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. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Investment Management Stuff
Make sure you brush up on your knowledge of investment management. Understand the key concepts, current market trends, and the specific services the company offers. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Client Relationship Skills
Prepare examples from your past experiences where you've successfully built and maintained client relationships. Highlight how you’ve gone above and beyond to ensure client satisfaction, as this is crucial for the Client Services Executive role.
✨Be Ready to Discuss Process Improvements
Think about any processes you've streamlined or improved in previous roles. Be ready to discuss these during the interview, as the company values proactive individuals who can contribute to enhancing their operating model.
✨Demonstrate Your Team Spirit
Since collaboration is key in this role, prepare to talk about how you've worked effectively with teams in the past. Share specific instances where your teamwork led to successful outcomes, showing that you're a great fit for their vibrant team culture.