Graduate Client Services Associate - Wealth Management
Graduate Client Services Associate - Wealth Management

Graduate Client Services Associate - Wealth Management

Full-Time 30000 - 40000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support wealth management clients with administrative tasks and client onboarding.
  • Company: Join a leading global financial services firm with a focus on talent development.
  • Benefits: Competitive salary, collaborative environment, and opportunities for professional growth.
  • Why this job: Be the go-to person for clients and make a real difference in their wealth management journey.
  • Qualifications: Strong organisational and communication skills; previous experience is a plus.
  • Other info: Full-time role based in vibrant Hackney, London.

The predicted salary is between 30000 - 40000 Β£ per year.

A leading global financial services firm is seeking a Client Service Executive to deliver administrative support for wealth management clients. This role involves being the primary contact for administrative procedures, coordinating client onboarding, and maintaining accurate client data. Strong organisational and communication skills are essential. Previous experience in a similar role is preferred. The position is full-time, located in London, and offers a collaborative and supportive environment focused on high-calibre talent development.

Responsibilities

  • Provide administrative support for wealth management clients.
  • Be the primary contact for administrative procedures.
  • Coordinate client onboarding and maintain accurate client data.
  • Support a collaborative and high-calibre talent development environment.

Qualifications

  • Strong organisational and communication skills are essential.
  • Previous experience in a similar role is preferred.
  • Full-time position based in London.

Graduate Client Services Associate - Wealth Management employer: Rothschild & Co

Rothschild & Co is an exceptional employer, offering a dynamic and supportive work culture in the heart of Hackney, London. With a strong focus on talent development, employees benefit from comprehensive training and growth opportunities, making it an ideal place for those looking to build a rewarding career in wealth management. The collaborative environment fosters innovation and teamwork, ensuring that every team member feels valued and empowered.
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Contact Detail:

Rothschild & Co Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Graduate Client Services Associate - Wealth Management

✨Tip Number 1

Network like a pro! Reach out to alumni or professionals in the wealth management sector. A friendly chat can lead to insider info about job openings and even referrals.

✨Tip Number 2

Prepare for interviews by practising common questions related to client services. We recommend role-playing with a friend to boost your confidence and refine your answers.

✨Tip Number 3

Showcase your organisational skills during interviews. Bring examples of how you've managed tasks or projects effectively, as this will resonate well with the role's requirements.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows your enthusiasm for joining our team at Rothschild & Co.

We think you need these skills to ace Graduate Client Services Associate - Wealth Management

Organisational Skills
Communication Skills
Client Onboarding
Data Management
Administrative Support
Attention to Detail
Collaboration
Problem-Solving Skills
Time Management
Customer Service

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the role of Graduate Client Services Associate. Highlight any relevant experience in client services or wealth management, and don’t forget to showcase your organisational and communication skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your skills align with the responsibilities of the role. Keep it concise but impactful!

Showcase Your Experience: If you have previous experience in a similar role, make it stand out! Use specific examples to demonstrate how you’ve successfully managed client relationships or administrative tasks in the past.

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 ensure it gets the attention it deserves!

How to prepare for a job interview at Rothschild & Co

✨Know Your Stuff

Before the interview, make sure you understand the basics of wealth management and the specific services offered by Rothschild & Co. Brush up on financial terminology and be ready to discuss how you can support clients effectively.

✨Show Off Your Organisational Skills

Since strong organisational skills are essential for this role, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to explain how you prioritise and keep track of important details.

✨Practice Your Communication

As the primary contact for administrative procedures, clear communication is key. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your responses and get comfortable with the format.

✨Emphasise Teamwork

This position values a collaborative environment, so be prepared to discuss your experience working in teams. Share specific examples of how you've contributed to a team’s success and how you can support a high-calibre talent development environment.

Graduate Client Services Associate - Wealth Management
Rothschild & Co
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  • Graduate Client Services Associate - Wealth Management

    Full-Time
    30000 - 40000 Β£ / year (est.)
  • R

    Rothschild & Co

    1000+
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