Graduate Client Services Executive

3 weeks ago


City of London Greater London, United Kingdom Carousel Consultancy Ltd Full time €35,000

Graduate Client Support Executive - Investment Management - Central London / Hybrid - up to £35k + bonus and 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 9.30am - 5.30pm.

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’



  • City Of London, United Kingdom Carousel Consultancy Ltd Full time

    Graduate Client Support Executive - Investment Management - Central London / Hybrid - up to £35k + bonus and 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...


  • City Of London, United Kingdom Carousel Consultancy Ltd Full time

    Graduate Client Support Executive - Investment Management - Central London / Hybrid - up to £35k + bonus and 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, United Kingdom Graduate Management Admission Council Full time

    Graduate Management Admission Council (GMAC™) is a mission-driven organization, with a vision to be the global leader in ensuring every talented person can benefit from the best business education for them. The organization's priority is to heighten its impact in promoting graduate management education and attracting a qualified and diverse candidate pool...


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30k - OTE £60k in the 1st year, £80k in the 2nd year, and upwards of £120k in the 3rd year Location: Holborn - London Celsius Graduate Recruitment is proud to collaborate with a prominent Commercial Foreign Exchange Specialist situated in Holborn. This organization has achieved a...


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30,000 - OTE £60,000 in the 1st year, £80,000 in the 2nd year, and potential earnings exceeding £120,000 in the 3rd year Location: Holborn, London Celsius Graduate Recruitment is proud to collaborate with a prominent Commercial Foreign Exchange Specialist located in Holborn. The firm...


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30k - OTE £60k in the 1st year, £80k in the 2nd year, and upwards of £120k in the 3rd year Location: Holborn - London Celsius Graduate Recruitment is proud to collaborate with a prominent Commercial Foreign Exchange Specialist situated in Holborn. This organization has achieved a...


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30,000 - OTE £60,000 in the 1st year, £80,000 in the 2nd year, and potential earnings exceeding £120,000 in the 3rd year Location: Holborn, London Celsius Graduate Recruitment is proud to collaborate with a prominent Commercial Foreign Exchange Specialist located in Holborn. The firm...


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30,000 - OTE £60,000 in the first year, £80,000 in the second year, and potential earnings exceeding £120,000 in the third year Location: Holborn, London Celsius Graduate Recruitment is excited to collaborate with a prominent Commercial Foreign Exchange Specialist located in Holborn....


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30,000 - OTE £60,000 in the first year, £80,000 in the second year, and potential earnings exceeding £120,000 in the third year Location: Holborn, London Celsius Graduate Recruitment is excited to collaborate with a prominent Commercial Foreign Exchange Specialist located in Holborn....


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30k - OTE £60k in the 1st year, £80k in the 2nd year, and potential earnings exceeding £120k in the 3rd year Location: Holborn, London Celsius Graduate Recruitment is proud to collaborate with a prominent Commercial Foreign Exchange Specialist located in Holborn. This esteemed...


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30,000 - OTE £60,000 in the first year, £80,000 in the second year, and potential earnings exceeding £120,000 in the third year Location: Holborn, London Celsius Graduate Recruitment is excited to collaborate with a prominent Commercial Foreign Exchange Specialist situated in Holborn....


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30,000 - OTE £60,000 in the first year, £80,000 in the second year, and potential earnings exceeding £120,000 in the third year Location: Holborn, London Celsius Graduate Recruitment is excited to collaborate with a prominent Commercial Foreign Exchange Specialist located in Holborn....


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30,000 - OTE £60,000 in the first year, £80,000 in the second year, and potential earnings exceeding £120,000 in the third year Location: Holborn, London Celsius Graduate Recruitment is excited to collaborate with a prominent Commercial Foreign Exchange Specialist located in Holborn....


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30k - OTE £60k in the 1st year, £80k in the 2nd year, and potential earnings exceeding £120k in the 3rd year Location: Holborn, London Celsius Graduate Recruitment is proud to collaborate with a prominent Commercial Foreign Exchange Specialist located in Holborn. This esteemed...


  • London (Greater), United Kingdom CELSIUS GRADUATE RECRUITMENT LTD Full time

    FX Graduate Sales Executive – Foreign Exchange Sales Base Salary: £30,000 - OTE £60,000 in the first year, £80,000 in the second year, and potential earnings exceeding £120,000 in the third year Location: Holborn, London Celsius Graduate Recruitment is excited to collaborate with a prominent Commercial Foreign Exchange Specialist situated in Holborn....


  • London, United Kingdom Graduate Recruitment Bureau Full time

    An exciting opportunity within an integrated PR agency that specialises in producing creative campaigns for clients within the technology sector. They offer a variety of services to their clients, and are now looking for a great graduate to support their processes and deliver excellent campaigns. **Graduate PR Account Executive (Tech Sector) - SW London -...


  • City of London, Greater London, United Kingdom Carousel Consultancy Ltd Full time €35,000

    Graduate Client Support Executive - Investment Management - Central London / Hybrid - up to £35k + bonus and 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...


  • City Of London, United Kingdom Celsius Graduate Recruitment Full time

    Job Opportunity: FX Sales Executive About the Role: Celsius Graduate Recruitment is proud to partner with a leading commercial Foreign Exchange Specialist based in London. Our esteemed client is a private equity-backed company with a strong track record of high returns and low risk, working closely with Tier 1 banks. As a fast-growing global client, they are...


  • City Of London, United Kingdom Celsius Graduate Recruitment Full time

    Job Opportunity: FX Sales Executive About the Role: Celsius Graduate Recruitment is proud to partner with a leading commercial Foreign Exchange Specialist based in London. Our esteemed client is a private equity-backed company with a strong track record of high returns and low risk, working closely with Tier 1 banks. As a fast-growing global client, they are...


  • London, United Kingdom Graduate Recruitment Bureau Full time

    This successful media agency works with leading charities via creative advertising campaigns. They are looking for a sociable graduate to join their production team in a supportive role - could this be you? **Graduate Media Account Executive - Central London - Hybrid Working - ASAP - £26-28k** In this diverse role you will be working with charities and...