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- Tasks: Engage with clients, respond to queries, and support the sales team in a dynamic environment.
- Company: Join Pinnacle, a leading global investment management firm with a diverse portfolio and strong growth.
- Benefits: Enjoy a full-time role with potential for career advancement and international travel opportunities.
- Why this job: Be part of a growing team, develop your skills, and make a real impact in client service.
- Qualifications: 2-5 years in client service or sales support preferred; strong communication and attention to detail required.
- Other info: This is the first dedicated client service role in the UK, offering unique growth potential.
The predicted salary is between 36000 - 60000 £ per year.
Pinnacle Investment Management Group Limited (ASX:PNI) is a leading global multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class investment management firms. Pinnacle currently consists of eighteen investment management firms that collectively manage over £75 billion in assets across a diverse range of asset classes across both public and private markets. Our affiliated managers operate autonomously, in line with our philosophy that \’supported independence\’ is an essential ingredient in sustaining investment excellence and business resilience over the long term.
Pinnacle is headquartered in Australia, with offices in London, Toronto, Auckland, New York and Los Angeles.
About the Role
Due to the recent growth of the UK business we are expanding our UK Distribution team who cover both institutional and wholesale investors across the EMEA region. Based out of the London office, some international travel may be required. Whilst primarily a client service role, there will also be some sales support tasks, working alongside the distribution team. The hire will be the first dedicated client service role in the UK, with the intention that over time more hires will be made. There is therefore a career trajectory from being part of a growing team, with potential for leading the client service function and management responsibilities in the future.
Responsibilities
- Respond to investor queries in a timely and appropriate manner.
- Liaise with the appropriate affiliate to ensure client reporting is delivered to a high standard.
- Assist in investor onboarding.
- Client liaison point with custodian and administrator around new investors.
- Support sales team with all aspects of client interaction.
- Prepare periodic peer analysis of competing strategies and firms.
- Proactively assist with focused marketing/client events.
- Collect and analyse data to support sales goals and campaigns.
- CRM Management.
Required Skills
- 2-5 years’ relevant experience (client service, sales support) in asset management preferred.
- Though not required, Salesforce experience preferred (i.e. beyond basic administration).
- ‘Take ownership’ mindset, ability to operate independently and without supervision.
- Desire to learn and develop skillset across all aspects of client service distribution: investor queries, reporting, marketing, material development, RFP’s, platform onboarding and prospecting.
- Excellent verbal and written communication skills.
- Attention to detail and ability to work on multiple projects at once.
- Ability to work in a fast-paced, collaborative and team-orientated environment.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
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Client Service Associate employer: Pinnacle Investment Management Group
Contact Detail:
Pinnacle Investment Management Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate
✨Tip Number 1
Familiarise yourself with Pinnacle Investment Management's mission and values. Understanding their philosophy of 'supported independence' will help you align your responses during interviews and demonstrate that you're a good cultural fit.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who have experience in client service roles. Attend relevant events or webinars to make connections that could provide insights or referrals for the position.
✨Tip Number 3
Brush up on your Salesforce skills, even if you only have basic knowledge. Being able to discuss how you can leverage CRM tools to enhance client interactions will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific examples of how you've handled investor queries or supported sales teams in the past. Highlighting your proactive approach and ability to manage multiple projects will resonate well with the hiring team.
We think you need these skills to ace Client Service Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service and sales support within asset management. Use specific examples that demonstrate your ability to respond to investor queries and manage multiple projects.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your desire to learn and develop skills across all aspects of client service distribution, as well as your 'take ownership' mindset.
Showcase Communication Skills: Since excellent verbal and written communication skills are crucial for this role, consider including a brief example in your application that illustrates how you've effectively communicated with clients or stakeholders in the past.
Highlight Attention to Detail: Provide examples in your application that demonstrate your attention to detail, especially in tasks like client reporting and data analysis. This will show that you can deliver high-quality work consistently.
How to prepare for a job interview at Pinnacle Investment Management Group
✨Understand the Company and Its Mission
Before your interview, take some time to research Pinnacle Investment Management Group. Familiarise yourself with their mission, values, and the specific role they play in the investment management industry. This will help you demonstrate your genuine interest in the company and align your answers with their goals.
✨Showcase Your Client Service Skills
As a Client Service Associate, your ability to handle investor queries and provide excellent service is crucial. Prepare examples from your past experience where you successfully managed client relationships or resolved issues. Highlight your attention to detail and proactive approach in these scenarios.
✨Prepare for Sales Support Questions
Since the role involves supporting the sales team, be ready to discuss how you've contributed to sales efforts in previous positions. Think of instances where you assisted in client interactions or marketing events, and be prepared to explain how you can support the sales team at Pinnacle.
✨Demonstrate Your Willingness to Learn
Pinnacle is looking for someone with a 'take ownership' mindset and a desire to develop across various aspects of client service. Be sure to express your enthusiasm for learning new skills and taking on responsibilities, especially in areas like reporting, onboarding, and CRM management.
