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- Tasks: Provide top-notch admin support to Investment Managers and ensure client satisfaction.
- Company: Join a leading investment firm with a focus on teamwork and client success.
- Benefits: Enjoy competitive pay, career development opportunities, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth in the finance sector.
- Why this job: Be a key player in delivering excellent client outcomes and mentoring your team.
- Qualifications: Strong administrative skills and a passion for client relations are essential.
The predicted salary is between 40000 - 50000 £ per year.
Job Purpose
To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.
Key Responsibilities
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable.
- Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
- Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only).
- Process all business in accordance with required processes.
Senior Associate Client Administration employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate Client Administration
✨Tip Number 1
Networking is key! Reach out to your connections in the investment management field. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client administration processes and think about how you can contribute to excellent client outcomes.
✨Tip Number 3
Showcase your mentoring skills! Be ready to discuss how you've supported team members in the past and how you can be a role model in your new role.
✨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.
We think you need these skills to ace Senior Associate Client Administration
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience that aligns with the Senior Associate Client Administration role. We want to see how your skills can help us deliver excellent client outcomes!
Showcase Your Communication Skills: Since this role involves direct contact with clients, it's crucial to demonstrate your communication prowess. Use clear and concise language in your application to reflect how you’d interact with clients and colleagues.
Highlight Teamwork and Mentorship: We value collaboration and mentorship at StudySmarter. Share examples of how you've supported team members or taken on a mentoring role in your previous positions to show us you're a go-to person!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm for joining the StudySmarter team!
How to prepare for a job interview at SW Group
✨Know Your Stuff
Make sure you understand the role of a Senior Associate in Client Administration. Brush up on your knowledge of investment management, client relations, and regulatory standards. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your People Skills
Since this role involves building relationships with clients, be prepared to share examples of how you've successfully managed client interactions in the past. Highlight your communication skills and any experience you have in mentoring or supporting team members.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific situations, like dealing with a difficult client or managing multiple tasks under pressure. Think of relevant experiences beforehand so you can respond with clear, structured answers.
✨Demonstrate Your Organisational Skills
This role requires maintaining back-office systems and client records, so be ready to discuss how you stay organised. Share tools or methods you use to manage your workload effectively, and mention any experience you have with compliance and regulatory processes.