Client Support Executive - Investor Relations (DH)

JR United Kingdom; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading investment firm in Central London is seeking a proactive Investor Relations Client Support Executive. The role provides an opportunity to support clients and investors while gaining valuable experience in a fast-paced environment. The ideal candidate will have a graduate degree and experience in financial services, demonstrating excellent communication and customer service skills.

Benefits

Discretionary bonus

Hybrid working

Qualifications

• Degree holder with 1+ years in client services within financial services.
• Exceptional communication skills and customer service capabilities.
• Ability to work in a fast-paced environment.

Responsibilities

• Responding to inquiries from clients, investors and advisors.
• Assisting with administration and preparing client documentation.
• Processing investor transfers and organizing investor events.

Skills

Communication skills

Customer service

Proactivity

IT literacy

Organisational skills

Education

Graduate degree

Tools

MS Office

Job description

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Client Support Executive - Investor Relations (DH), london (city of london)

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Client:

Carousel Consultancy Ltd

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

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’