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- Tasks: Be the go-to contact for 10-20 clients, handling queries and requests daily.
- Company: Join a leading asset management firm focused on exceptional client service.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Gain hands-on experience in client relations and enhance your communication skills.
- Qualifications: 3-5 years in institutional client service; strong communication and organisational skills required.
- Other info: Opportunity to work with global teams and develop your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Responsibilities will include:
- You will be the daily point contact for circa 10-20 clients and will be expected to contribute to the client experience.
- You will work directly with clients and their investment consultants on all queries and requests for information.
- Providing a prompt response to client queries which will require you to coordinate with multiple internal stakeholders globally, from Portfolio Managers/Investment teams, RFP/Marketing, Legal & Compliance and Operational teams, in order to obtain accurate and timely information.
- You will be responsible for all service & reporting requirements for your clients, from oversight of outsourced providers’ periodic reports to the production of quarterly investment reviews and other regular or custom reporting. As part of this, you will be required to work closely with our Client Reporting Specialist.
- This is very much client-facing; you will be expected to arrange and participate in client meetings.
Skills required:
- 3-5 years institutional client service experience within asset management.
- Excellent communication skills, confident dealing with senior stakeholders and international clients.
- Detail orientated, with strong work ethic, able to prioritise and organise your time well.
- Can understand and interpret investment/performance reports, valuations and client statements.
- Knowledge of investment products and asset classes - IMC preferred.
- Experienced using Microsoft Office, Excel (V-lookups/macros), Salesforce and Seismic.
Associate Institutional Client Service Specialist employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Institutional Client Service Specialist
✨Tip Number 1
Familiarise yourself with the specific investment products and asset classes mentioned in the job description. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, especially in a client-facing context. Consider role-playing scenarios where you handle client queries or present information, as this will prepare you for the interactions you'll have in the position.
✨Tip Number 3
Network with professionals in the asset management industry, particularly those who work in client service roles. They can provide insights into the day-to-day responsibilities and may even refer you to opportunities within their organisations.
✨Tip Number 4
Get comfortable with the tools mentioned in the job description, such as Salesforce and Excel. If you're not already proficient, consider taking online courses to boost your skills, as this will make you a more attractive candidate.
We think you need these skills to ace Associate Institutional Client Service Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in institutional client service, particularly within asset management. Emphasise your communication skills and any experience dealing with senior stakeholders.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Associate Institutional Client Service Specialist role. Mention specific skills that align with the job description, such as your ability to coordinate with multiple teams and your attention to detail.
Showcase Relevant Skills: When detailing your experience, focus on your proficiency with Microsoft Office, especially Excel, and any familiarity with Salesforce and Seismic. Highlight your ability to interpret investment reports and your understanding of various investment products.
Prepare for Client-Facing Scenarios: Since the role is client-facing, consider including examples of past experiences where you successfully managed client relationships or resolved complex queries. This will demonstrate your capability to enhance the client experience.
How to prepare for a job interview at William Blake Group
✨Showcase Your Client Service Experience
Make sure to highlight your previous experience in institutional client service. Be prepared to discuss specific examples where you successfully managed client relationships and resolved queries, as this role is heavily client-facing.
✨Demonstrate Your Communication Skills
Since you'll be dealing with senior stakeholders and international clients, it's crucial to exhibit your excellent communication skills. Practice articulating your thoughts clearly and confidently, and consider preparing a few anecdotes that showcase your ability to communicate effectively.
✨Familiarise Yourself with Investment Products
Brush up on your knowledge of investment products and asset classes. Be ready to discuss how you interpret investment reports and valuations, as this will be a key part of your responsibilities. Showing that you understand these concepts will impress your interviewers.
✨Prepare for Technical Questions
Given the emphasis on using tools like Excel, Salesforce, and Seismic, be prepared to answer technical questions or even demonstrate your proficiency. Consider reviewing common functions in Excel, such as V-lookups and macros, to ensure you're ready to discuss your technical skills.
