Graduate Client Support Executive - Investment Management

Carousel Consultancy; City Of London; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading investment firm in Central London is seeking a Graduate Client Support Executive to provide exceptional service to clients, investors, and financial advisors. Offering a competitive salary of up to £35k, this role combines client interaction with key administrative tasks. Ideal candidates will possess a finance or business degree and at least 1 year of client-facing experience. The firm offers a hybrid working model with 4 days in the office and 1 day remote. Don’t miss this opportunity to kickstart your career in a dynamic investment management environment.

Benefits

Competitive salary

Discretionary bonus

Hybrid working model

Qualifications

• Graduate with finance or business related degree and 1+ year experience in client services.
• Strong written and spoken communication skills.
• Good IT literacy including MS Office.

Responsibilities

• Respond to enquiries from clients, investors, and advisors.
• Assist with general administration and investor transfers.
• Prepare client documentation and presentations.

Skills

Communication skills

Customer service capabilities

IT literacy (MS Office)

Planning and organisation

Understanding of investment management

Education

Degree in finance or business

Job description

Graduate Client Support Executive - Investment Management - Central London / Hybrid - up to £35k + bonus & 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

• 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 with a finance or business related degree (or similar) and 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