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Investment Client Support Specialist

2 months ago

Coleman Street, United Kingdom Carousel Consultancy Full time
{"title": "Investment Client Support Specialist", "content": "Investment Client Support Specialist

We are seeking a highly motivated and organized Graduate Client Support Specialist to join our Investor Relations team in Central London. As a key member of our team, you will provide exceptional levels of service and support to clients, investors, and financial advisors via telephone and email.

Key responsibilities include:

  • Responding to inbound enquiries from clients, investors, and advisors
  • Assisting with general administration and processing investor transfers and exits
  • Preparing client documentation, reports, and presentations
  • Attending client meetings and becoming a product ambassador for our investment products
  • Collating and monitoring feedback from investors to identify opportunities to improve

We are looking for a recent graduate with 6 months+ experience in similar client services or customer service roles, ideally within financial services. You will have impeccable communication skills, strong customer service capabilities, and the ability to liaise confidently and professionally at all levels.

Our client is offering a competitive salary and a great benefits package, including a discretionary bonus and hybrid working arrangements. If you are a proactive and flexible team player with a passion for investment management, we want to hear from you"}