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- Tasks: Support institutional clients by managing accounts and ensuring smooth communication.
- Company: Join a leading International Investment Manager focused on client service excellence.
- Benefits: Gain valuable experience in a fast-paced environment with opportunities for growth.
- Why this job: Be part of a dynamic team that values trust and collaboration while making an impact.
- Qualifications: Bachelor’s degree preferred; 3+ years in a similar role; strong communication skills required.
- Other info: Advanced Microsoft Office skills and CRM experience are essential for success.
The predicted salary is between 36000 - 60000 £ per year.
An International Investment Manager is seeking a ambitious professional with a strong passion for client service to work with their institutional client base. The Relationship Associate will work in a dynamic, fast-paced, trust-based partnership with Relationship Managers, Sales Professionals, and Operational Professionals.
Overview
Perform account administration and maintenance tasks accurately and in a timely manner
Tracking and communicating trade requests from clients.
Maintaining and reconciling account information/contact data on relevant systems.
Regularly updating data in our systems to reflect changes as they occur.
Verifying and reconciling account information and activity with internal teams.
Monitor and coordinate prompt and accurate fulfillment of all client requests and inquiries including but not limited to client reporting, requests for information, questionnaires, and operational issues.
Manage onboarding and off-boarding of institutional clients through coordination with the client, the Relationship Manager, and Operations colleagues to ensure a smooth transition.
Produce, review, and deliver monthly, quarterly, yearly, and ad-hoc client reports.
Resolve operational issues for institutional separate accounts, representing the firm as the client’s primary operational contact and working with internal stakeholders in the process.
Develop, maintain, and enhance policies and procedures used by the Institutional Client Service team.
Experience/Qualifications
- Bachelor’s degree in Business, Economics, Finance, or other related subjects preferred.
- 3+ years of professional experience in a similar role and industry.
- Strong written and oral communication skills
- Advanced skills in Microsoft Office Suite, specifically Word, Excel, PowerPoint and Salesforce or a comparable Customer Relationship Management system
Institutional Client Services employer: MW Recruitment Limited
Contact Detail:
MW Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Services
✨Tip Number 1
Familiarize yourself with the specific needs and challenges of institutional clients. Understanding their unique requirements will help you demonstrate your passion for client service during the interview.
✨Tip Number 2
Brush up on your knowledge of account administration and maintenance tasks. Being able to discuss your experience in tracking trade requests and reconciling account information will show that you're ready to hit the ground running.
✨Tip Number 3
Highlight your experience with Microsoft Office Suite, especially Excel and PowerPoint. Prepare to discuss how you've used these tools to create reports or manage data effectively in your previous roles.
✨Tip Number 4
Demonstrate your ability to work in a fast-paced environment by sharing examples from your past experiences. Show how you've successfully managed multiple client requests and operational issues simultaneously.
We think you need these skills to ace Institutional Client Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services, account management, and any specific skills mentioned in the job description, such as proficiency in Microsoft Office Suite and CRM systems.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to work in a fast-paced environment. Mention specific examples from your past experiences that demonstrate your skills in managing client relationships and resolving operational issues.
Highlight Relevant Experience: In your application, emphasize your 3+ years of experience in a similar role. Discuss your familiarity with account administration, trade requests, and client reporting, as these are crucial for the position.
Showcase Communication Skills: Since strong written and oral communication skills are essential for this role, consider including examples of how you've effectively communicated with clients or internal teams in your previous positions.
How to prepare for a job interview at MW Recruitment Limited
✨Show Your Passion for Client Service
Make sure to express your enthusiasm for client service during the interview. Share specific examples from your past experiences where you went above and beyond to meet client needs, as this role heavily relies on building trust-based partnerships.
✨Demonstrate Your Organizational Skills
Since the position involves account administration and maintenance, be prepared to discuss how you manage multiple tasks efficiently. Highlight any tools or methods you use to stay organized and ensure timely fulfillment of client requests.
✨Familiarize Yourself with Relevant Systems
Brush up on your knowledge of Microsoft Office Suite and any CRM systems you've used, like Salesforce. Be ready to discuss how you've utilized these tools in previous roles to enhance client service and streamline operations.
✨Prepare for Operational Scenarios
Think about potential operational issues that could arise in this role and how you would handle them. Prepare to discuss your problem-solving approach and provide examples of how you've resolved similar issues in the past.
