Client Support Executive - Financial Services (DH)

Carousel Consultancy Ltd; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A dynamic investment firm in Central London seeks an Investor Relations Client Support Executive. The ideal candidate will have a degree and customer service experience, providing exceptional support to clients and investors. This role offers a competitive salary, bonus potential, and hybrid working arrangement.

Benefits

Discretionary bonus

Enhanced benefits package

Flexible working

Qualifications

• Graduate with 1+ year experience in financial services client support.
• Impeccable communication skills and strong customer service capabilities required.
• Basic knowledge of investment management products beneficial.

Responsibilities

• Responding to client enquiries via phone and email.
• Assisting with administrative tasks such as documentation preparation.
• Collating feedback from investors to identify improvement opportunities.

Skills

Customer Service

Communication

IT Literacy

Planning

Team Player

Education

Degree in related field

Tools

MS Office (Word, Excel, PowerPoint)

Job description

Client Support Executive - Investor Relations (DH)

Client Support Executive - Investor Relations (DH)

Carousel Consultancy Ltd provided pay range

This range is provided by Carousel Consultancy Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Carousel Consultancy Ltd

Executive Recruitment Partner supporting clients in London, across the UK and internationally.

Investor Relations Client Support Executive - Financial Services / Investment Management - Central London / Hybrid - up to £35k + bonus and benefits

We’re on the hunt for a proactive, personable and customer-focused Graduate, with a degree and 1+ years experience in the financial / investment sector in a client-facing/customer service support role, to join a fantastic investment organisation based in stunning offices in Central London as their Investor Relations Client Support Executive.

Joining a dynamic Investor Relations team, the IR 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 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 Investor Relations 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
• 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:

• Graduate (or similar) with 1+ year experience in similar client services / customer service roles 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 Investor Relations Client Support Executive 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 ‘LO - Graduate Investor Relations Exec - Investment Management - London’

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Finance, and Customer Service

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