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For Companies At a Glance
- Tasks: Engage with clients, manage accounts, and support the team in a dynamic environment.
- Company: Prestigious investment firm with a strong focus on staff development and retention.
- Benefits: Competitive salary, discretionary bonus, and hybrid working model.
- Why this job: Join a supportive team and build relationships with high net worth clients.
- Qualifications: Experience in client-facing roles and excellent communication skills required.
- Other info: Opportunity for professional growth and potential study support for IMC.
The predicted salary is between 36000 - 60000 £ per year.
5-CAFR/SD
Client Associate – Private Wealth
Competitive Salary
Victoria
Permanent
Hybrid Working – 2 days from home
9am – 5:30pm
The Client
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!
The Role
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 with ultra-high and high net worth individuals / families
- 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 offer 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!
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Client Associate employer: VWA (Victoria Wall Associates)
Contact Detail:
VWA (Victoria Wall Associates) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities at prestigious firms. A personal recommendation can make all the difference!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client-facing roles. We suggest role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your communication skills! During interviews, be sure to articulate your thoughts clearly and professionally. Remember, you’re aiming to impress with your ability to build relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Associate role. Highlight your client-facing experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with high net worth clients and how your previous experiences have prepared you for this role. Let us know what makes you tick!
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Keep it professional yet personable, and don’t forget to proofread for any typos or errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy, and you’ll be able to track your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at VWA (Victoria Wall Associates)
✨Know Your Client
Before the interview, research the investment firm thoroughly. Understand their values, services, and client base, especially focusing on ultra-high and high net worth individuals. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since excellent communication is key for a Client Associate, practice articulating your thoughts clearly and professionally. Prepare examples of how you've successfully managed client relationships in the past, highlighting your verbal and written communication skills.
✨Demonstrate Attention to Detail
In this role, attention to detail is crucial. Bring along examples of your work that showcase your organisational skills and meticulousness. You might even want to mention specific instances where your attention to detail made a significant difference in a project or client interaction.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and client management skills. Think about potential challenges you might face in the role and how you would handle them. This will demonstrate your readiness to tackle the responsibilities of the position.
