At a Glance
- Tasks: Engage with clients, manage accounts, and support the team in a dynamic environment.
- Company: Prestigious investment firm known for staff development and internal promotions.
- Benefits: Competitive salary, hybrid working, and potential support for further studies.
- Other info: Enjoy a vibrant workplace with excellent career growth opportunities.
- Why this job: Join a supportive team and build relationships while advancing your career in finance.
- Qualifications: Experience in client-facing roles and strong communication skills required.
The predicted salary is between 40000 - 50000 £ per year.
A prestigious investment firm with approximately 250 in the London office and additional offices worldwide. The business has excellent staff retention and a fantastic track record of internal promotions and staff development!
This is a busy Client Associate role. Responsibilities will include (but are not limited to):
- Taking email and phone enquiries from clients, escalating where necessary
- Acting as first point of contact for clients; building and maintaining relationships
- Administration of the CRM system, including production of receipts, opening and closing client accounts and updating daily activity
- Producing client presentations
- Managing process of Quarterly Valuations – communications, collating reports, and scanning of client letters
- Administration – arranging client meetings, scanning and filing, inbox management
- Ad-hoc administration and support to the team and clients.
If successful in the role, there is potential that the business would support future study of the IMC.
Candidate Specification:
- Previous experience in a client-facing role, ideally working with HNW or UHNW clients
- Excellent communication skills – highly professional and to the highest standard, both written and verbal
- Excellent attention to detail and organisational skills
- Capable of working as part of a team and independently
- Excellent IT literacy – MS Office in particular.
Additional Information:
- Excellent competitive salary and benefits, including discretionary bonus
- The business offers a hybrid working model of 2 days from home
- Hours are 9am – 5:30pm.
If you are a service-driven professional looking to continue your career within financial services, please apply today!
Client Associate in London employer: VWA Ltd
Join a globally recognised automotive technology organisation that values its employees and fosters a collaborative work culture in the heart of London. With competitive pay, opportunities for professional growth, and a supportive environment, this temporary Office Supervisor role offers a chance to make a meaningful impact while enjoying a dynamic office atmosphere. Experience the benefits of working in a leading supplier to the automotive industry, where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Client Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like VWA Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to VWA Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on VWA Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at VWA Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with VWA Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at VWA Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former VWA Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
