At a Glance
- Tasks: Support clients with account management and provide top-notch service in a dynamic financial environment.
- Company: Join Nevastar Finance, a leading independent financial group with a global presence.
- Benefits: Competitive salary, year-end bonus, pension scheme, and generous annual leave.
- Other info: Exciting opportunity for career growth in the financial services industry.
- Why this job: Make a real impact while working in a rapidly expanding firm with a supportive team.
- Qualifications: Fluent Portuguese, strong interpersonal skills, and previous administrative experience required.
The predicted salary is between 32000 - 40000 € per year.
Nevastar Finance is an independent financial group that delivers tailored investment solutions to institutions, corporations, and high-net-worth individuals. With offices in London, Geneva, Zurich and Luxembourg, the firm offers Wealth Management, Asset Management, Family Office, and Private Markets services. By leveraging the expertise of its team and strong relationships with leading financial institutions, Nevastar Finance ensures personalized and independent guidance to meet diverse client needs. The organization is committed to providing excellence in service and fostering long-standing partnerships.
Role Description
This is a full-time, on-site position for a Client Services Assistant based in Greater London. The position would suit a highly organised and efficient person looking for an opportunity to make an impact in a successful and rapidly expanding firm. You will be part of a Brazilian/Portuguese speaking team for the accounts’ opening of new relationships while maintaining existing ones and all administrative arrangements related to them. Written and spoken Portuguese of the highest standard essential.
Duties
- Acting diligently upon clients’ requests, such as assets transfers, payments and credit cards
- Supporting Relationship Managers, by providing advice and guidance related to clients’ accounts
- Providing a high-touch client service to support client retention and relationship management
- Liaising with custodian banks and other stakeholders
- Processing and monitoring incoming and outgoing payments
- Reconciling expenses, credit card invoices, and reimbursement requests
- Preparing monthly tracking and reporting spreadsheets to monitor client activity, performances, and expenses
- Preparing client presentations and reports, such as quarterly cost reviews and customised financial plans
Qualifications
The successful candidates will need to demonstrate discretion, outstanding interpersonal skills, a high level of attention to detail and a pro-active attitude. Must be a team player, enthusiastic and self-motivated. Proficient in Microsoft Outlook, Excel, PowerPoint, and Word. Previous experience in an administrative assistant role is required. Experience within the financial services industry is a plus. Degree educated preferred, or equivalent professional experience.
Start Date: ASAP
Compensation: From £32,000 (depending on experience) + discretionary year-end bonus + corporate pension scheme and 23 days’ annual leave
Client Services Assistant employer: Nevastar Finance
Nevastar Finance is an exceptional employer that values its employees by fostering a collaborative and dynamic work environment in the heart of Greater London. With a strong commitment to professional development, employees are encouraged to grow their skills and advance their careers while enjoying competitive compensation, a corporate pension scheme, and generous annual leave. Joining our team means being part of a diverse and inclusive culture where your contributions directly impact our clients' success and the firm's growth.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know someone at Nevastar Finance. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by researching Nevastar Finance's services and values. Show us you understand their commitment to personalised client service and how you can contribute to that ethos.
✨Tip Number 3
Practice your Portuguese! Since you'll be part of a Brazilian/Portuguese speaking team, brush up on your language skills to ensure you're ready to impress during the interview.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Services Assistant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Services Assistant role. Highlight your organisational skills and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team at Nevastar Finance. Be sure to mention your proficiency in Portuguese and how you can contribute to our client relationships.
Showcase Your Attention to Detail:In this role, attention to detail is key. When submitting your application, double-check for any typos or errors. A polished application shows us you care about quality and professionalism.
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’re considered for the position. Plus, it’s super easy!
How to prepare for a job interview at Nevastar Finance
✨Know Your Stuff
Make sure you understand Nevastar Finance's services and values. Familiarise yourself with their Wealth Management, Asset Management, and other offerings. This will help you demonstrate your genuine interest in the company and how you can contribute to their mission.
✨Showcase Your Language Skills
Since this role requires high-level Portuguese, be prepared to demonstrate your language proficiency. You might be asked to conduct part of the interview in Portuguese, so practice speaking about your experiences and skills in the language to show you're up to the task.
✨Highlight Your Organisational Skills
As a Client Services Assistant, being organised is key. Prepare examples from your past experience where you've successfully managed multiple tasks or projects. This will show that you can handle the demands of the role and support Relationship Managers effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, client relationships, and the company's future plans. This not only shows your enthusiasm for the role but also helps you gauge if Nevastar Finance is the right fit for you.
