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- Tasks: Engage with clients, manage their lifecycle, and streamline processes in a dynamic investment environment.
- Company: Join a thriving boutique Investment House in the heart of the City, known for exceptional financial services.
- Benefits: Enjoy hybrid working, competitive salary up to £50,000, plus excellent bonuses and professional growth opportunities.
- Why this job: Make a meaningful impact on clients' lives while developing your career in a collaborative and innovative team.
- Qualifications: Previous experience in Investment or Wealth Management and strong client-facing skills are essential.
- Other info: This role offers a 12-month fixed-term contract with ongoing training and development.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
URGENT X 3
Hybrid working available!
Up to £50,000 plus EXCELLENT bonus and benefits
12 month FTC
Step into the fast-paced world of a thriving boutique Investment House right in the heart of the City! We're searching for a talented Client Services Executive to join our client's growing team.
This is your chance to be the face of an elite Investment Management firm, known for delivering unparalleled financial services. As they embark on an exciting period of growth, they need a proactive and client-focused individual to be the cornerstone of their client interactions.
If you are ready to play a vital role in ensuring seamless communication and outstanding service, we want to hear from you. This is more than just a job—it's an opportunity to build a rewarding career with a firm that values your dedication.
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.
- Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes.
- Maintaining client records and internal CRM systems
What we need from you as a Client Service Executive:
- Previous experience working within Investment or Wealth Management services highly advantageous
- 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!
- 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.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
URGENT Investment Administrator employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land URGENT Investment Administrator
✨Tip Number 1
Network within the investment and wealth management sectors. Attend industry events, webinars, or local meetups to connect with professionals who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends in client services within financial institutions. Being knowledgeable about current practices will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlighting your experience in streamlining processes or enhancing client satisfaction will show that you're a perfect fit for our team.
✨Tip Number 4
Research our company culture and values thoroughly. Understanding what we stand for will allow you to tailor your conversations and show how your personal values align with ours, making you a more attractive candidate.
We think you need these skills to ace URGENT Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment or wealth management services. Emphasise any client-facing roles and showcase your administrative expertise, particularly in financial services.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as strong time management and IT skills, and explain how you can contribute to building lasting client relationships.
Highlight Relevant Experience: In your application, clearly outline your previous experience in client services within the financial sector. Use examples to demonstrate your ability to manage client interactions and streamline processes effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of an Investment Administrator.
How to prepare for a job interview at Montpellier Resourcing
✨Showcase Your Client-Facing Experience
Make sure to highlight your previous client-facing roles during the interview. Discuss specific examples where you successfully managed client relationships and delivered exceptional service, as this is crucial for the Investment Administrator position.
✨Demonstrate Your Administrative Skills
Be prepared to talk about your experience with administrative tasks, particularly in financial services. Share how you've streamlined processes or improved efficiency in past roles, as this will show your capability to manage the client lifecycle effectively.
✨Familiarise Yourself with the Company
Research the boutique Investment House and understand their values, services, and recent developments. This knowledge will help you tailor your responses and demonstrate your genuine interest in the firm during the interview.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask your interviewers about the company culture, team dynamics, and growth opportunities. This not only shows your enthusiasm for the role but also helps you assess if the company is the right fit for you.
