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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 valuable experience in client relations while making a real impact.
- Qualifications: 3-5 years in institutional client service; strong communication and organisational skills required.
- Other info: Opportunity to collaborate with global teams and enhance your professional network.
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-oriented, with a 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.
- Experienced using Microsoft Office, Excel (V-lookups/macros), Salesforce, and Seismic.
Associate Institutional Client Service Specialist employer: ZipRecruiter
Contact Detail:
ZipRecruiter 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 understand client queries better but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Practice your communication skills, especially in a client-facing context. Consider role-playing scenarios where you interact with clients or senior stakeholders to build confidence and refine your ability to convey complex information clearly.
✨Tip Number 3
Get comfortable with the tools mentioned in the job description, such as Microsoft Excel and Salesforce. If you're not already proficient, take online courses or tutorials to enhance your skills, as this will set you apart from other candidates.
✨Tip Number 4
Network with professionals in the asset management industry, particularly those who work in client service roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
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: Write a cover letter that showcases your understanding of the role and how your skills align with the responsibilities outlined in the job description. Mention specific experiences where you successfully managed client relationships or coordinated with multiple teams.
Highlight Technical Skills: Since the role requires proficiency in Microsoft Office, Excel, Salesforce, and Seismic, ensure you mention your experience with these tools. Provide examples of how you've used them to enhance client service or reporting.
Showcase Your Client-Facing Experience: In your application, include examples of your client-facing experience, particularly in arranging and participating in meetings. This will demonstrate your ability to contribute positively to the client experience.
How to prepare for a job interview at ZipRecruiter
✨Know Your Clients
Familiarise yourself with the types of clients you will be working with. Understand their needs and how your role contributes to enhancing their experience. This will show your potential employer that you are proactive and client-focused.
✨Master the Technical Skills
Brush up on your knowledge of investment products and asset classes, as well as your proficiency in Microsoft Office, especially Excel. Be prepared to discuss how you've used these tools in previous roles to manage client queries and reporting.
✨Demonstrate Strong Communication Skills
Since this role involves dealing with senior stakeholders and international clients, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated complex information in the past.
✨Showcase Your Detail Orientation
Be ready to discuss how you prioritise tasks and manage your time effectively. Provide specific examples of how your attention to detail has positively impacted client service or reporting in your previous roles.
