Graduate Client Support Specialist
6 days ago
Job Summary:
Carousel Consultancy is seeking a highly motivated and detail-oriented Graduate Client Support Specialist to join our dynamic Investor Relations team. As a Graduate Client Support Specialist, you will provide exceptional levels of service and support to clients, investors, and financial advisors, while also undertaking administrative duties and becoming a 'product ambassador' for our investment products.
Key Responsibilities:
- Respond to inbound enquiries from clients, investors, and advisors, providing timely and accurate information and support.
- Assist with general administration, including data entry, document preparation, and filing.
- Process investor transfers and exits, ensuring accurate and efficient execution.
- Assist with the preparation of client documentation, reports, presentations, and mailings, maintaining high standards of quality and attention to detail.
- Attend client meetings, as required, to provide support and build strong relationships.
- Become a 'product ambassador' for our investment products, assisting with product-related initiatives and promoting our services to clients and investors.
- Collate and monitor feedback from investors to identify opportunities for improvement and enhance client engagement.
- Organize and attend investor events to improve client relationships and promote our services.
Requirements:
- Recent graduate (or similar) with 6 months+ experience in similar client services or 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, organize, and prioritize busy workloads, maintaining high levels of productivity and efficiency.
- Basic knowledge or understanding of investment management or retail investment products is highly beneficial.
- Ability to work effectively in a fast-paced environment, adapting to changing priorities and deadlines.
- Professional attitude and appearance, with a proactive and flexible approach to teamwork.
About Us:
Carousel Consultancy is a leading provider of financial services, dedicated to delivering exceptional client experiences and building long-term relationships. We offer a dynamic and supportive work environment, with opportunities for growth and development.
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