Graduate Client Support Executive - Investment Management

Carousel Consultancy Ltd; City Of London; Hybrid; GBP 28,000 - 33,000; Full time

Job summary

A leading investment management firm based in Central London is seeking a Graduate Client Support Executive to join their dynamic Investor Relations team. This role involves responding to client inquiries, assisting with administration, and becoming a product ambassador. The ideal candidate will have a degree, strong communication skills, and at least 1 year of experience in customer service within financial services. The position offers a competitive salary of up to £33k, hybrid working arrangements, and opportunities for career advancement.

Benefits

Discretionary bonus

Competitive salary

Hybrid work model

Qualifications

• 1+ year experience in client services or customer service roles within financial services.
• Strong written and spoken communication skills.
• Ability to work effectively in a fast-paced environment.

Responsibilities

• Respond to inbound enquiries from clients, investors, and advisors.
• Assist with general administration and client documentation.
• Become a 'product ambassador' for investment products.

Skills

Impeccable communication skills

Customer service capabilities

IT literacy including MS Office

Ability to plan and organize

Basic knowledge of investment management

Proactive and flexible team player

Education

Degree in relevant field

Tools

MS Office (Word, Excel, PowerPoint)

Job description

Graduate Client Support Executive - Investment Management - Central London / Hybrid - up to £33k + 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 Graduate 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 :

• 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 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 ‘LO - Graduate Investor Relations Exec - Investment Management - London’