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Graduate Client Support Executive

3 months ago

Coleman Street, United Kingdom Carousel Consultancy Full time
Graduate Client Support Executive - Investment Management - Central London / Hybrid - up to £35k + bonus & benefits
We’re on the hunt for a proactive, personable and customer-focused Graduate, ideally with a degree and/or experience in the financial / investment sector, to join a fantastic investment organisation based in stunning offices in Central London as their Client Support Executive.
Joining a dynamic Investor Relations team, the Client Support Executive will provide exceptional levels of service and support to clients, investors and financial advisors via telephone and email. You will also undertake administrative duties whilst also becoming a ‘product ambassador’, working on specific projects and initiatives.
What’s on offer?
This is a genuinely incredible graduate / entry-level opportunity to get your foot in the door of a dynamic, fast-paced investment firm with fantastic long-term prospects
Our client is offering a competitive salary and a great benefits package that includes a discretionary bonus.
Hybrid working is offered with 4 days in the office and 1 day working from home.
Standard hours are 9am - 5pm.
Key responsibilities as the Investment Client Support Executive will include:
* Responding to inbound enquiries, via telephone and email, from clients, investors and advisors
* Assisting with general administration
* Processing investor transfers and exits
* Assisting with the preparation of client documentation, reports, presentations and mailings
* Attending client meetings if required
* Becoming a ‘product ambassador’ for products and assisting with any product related initiatives
* Collating and monitoring feedback from investors to identify opportunities to improve
* Organising and attending investor events to improve client engagement
And more
What we’re looking for:
* Recent graduate (or similar) with 6 months+ experience in similar client services / customer service roles - ideally within financial services
* Impeccable communication skills (written and spoken) with strong customer service capabilities and the ability to liaise confidently and professionally at all levels
* Good IT literacy including MS Office (Word, Excel and PowerPoint)
* Ability to plan, organise and prioritise busy workloads
* Basic knowledge / understanding of investment management / retail investment products is highly beneficial
* Ability to work effectively in a fast-paced environment
* Professional attitude and appearance
* Proactive and flexible team player
Interested in this incredible Graduate Client Support Exec opportunity?
If this fantastic role is of interest and you have the skills, experience and capabilities we’re looking for, then we want to hear from you ASAP Please submit your CV, quoting ‘AE - Graduate Client Support Executive - Investment Management - London