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- Tasks: Be the go-to person for clients, managing requests and creating reports.
- Company: Join a dynamic team in the financial services sector, focused on client success.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Gain valuable experience in client relations while working in a supportive environment.
- Qualifications: Relevant experience in finance and industry qualifications like CISI or CFA are preferred.
- Other info: Opportunity to participate in exciting projects and travel for team events.
The predicted salary is between 36000 - 60000 £ per year.
The Client Executive is an important point of contact with clients (and potential clients).
Responsibilities include:
- Dealing with portfolio administration requests, i.e. transfer of money, aiding the set-up of new portfolios, changing standing orders and ISA subscriptions.
- Creating and producing reporting documents for client meetings using Excel and PowerPoint.
- Responsible for mail outs (via email), including the quarterly valuation letters.
- Client onboarding – handling the distribution and overseeing completion of new client paperwork.
- Updating client data as necessary when client circumstances change.
- Communicating with external stakeholders, e.g. pension providers and IFAs.
- Assisting in the co-ordination of new assets being transferred into client accounts.
- Maintaining PM’s diaries.
- Participating in any project work that impacts the Team – as directed by the Operations Oversight, Client Life Cycle Team or Compliance.
- Organising and booking events for Team members.
- Organising UK and international travel.
- Inbox management for Portfolio Managers when out of office.
Required Experience:
- Relevant industry experience having worked in either Asset Management or broader Financial Services.
- Relevant industry qualification (e.g. CISI, CFA, IMC or similar equivalent).
- Conscientious attention to detail.
- Professional and confident telephone manner.
- Excellent organisational skills.
- Proactive self-starter.
- Excellent time management and forward thinking - demonstrated skill in anticipating and responding to shifting priorities.
- Strong service orientation with the highest standards in responding to and servicing clients.
- Able to work under pressure.
Client Executive employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive
✨Tip Number 1
Familiarise yourself with the financial services industry, especially asset management. Understanding the key players and current trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Brush up on your Excel and PowerPoint skills, as these tools are crucial for creating reports and presentations. Consider taking a short online course to enhance your proficiency and showcase your commitment to the role.
✨Tip Number 3
Network with professionals in the industry, particularly those who work in client-facing roles. Attend relevant events or join online forums to gain insights and potentially get referrals that could lead to job opportunities.
✨Tip Number 4
Prepare to demonstrate your organisational and time management skills during the interview. Think of specific examples from your past experiences where you successfully managed multiple tasks or projects under pressure.
We think you need these skills to ace Client Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management or financial services. Emphasise any qualifications like CISI, CFA, or IMC that align with the job requirements.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the role of a Client Executive. Mention specific skills such as attention to detail, organisational abilities, and your proactive approach to client service.
Showcase Relevant Skills: When detailing your experience, focus on skills that are crucial for the role, such as managing client communications, producing reports using Excel and PowerPoint, and handling client onboarding processes.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. A polished application reflects your attention to detail, which is essential for the Client Executive position.
How to prepare for a job interview at William Blake Group
✨Showcase Your Client Management Skills
As a Client Executive, you'll be the main point of contact for clients. Be prepared to discuss your previous experiences in managing client relationships and how you handled various requests. Use specific examples to demonstrate your ability to maintain strong client connections.
✨Demonstrate Your Organisational Abilities
This role requires excellent organisational skills. During the interview, highlight instances where you've successfully managed multiple tasks or projects simultaneously. Discuss how you prioritise your workload and ensure that deadlines are met.
✨Familiarise Yourself with Relevant Tools
Since the job involves creating reports using Excel and PowerPoint, make sure you're comfortable discussing your proficiency with these tools. You might even want to prepare a brief example of a report you've created in the past to showcase your skills.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle pressure. Think of scenarios where you've had to adapt quickly to changing priorities or manage difficult client situations, and be ready to explain your thought process and actions.
