Graduate Client Support Executive - Investor Relations

Carousel Consultancy Ltd; Greater London; Hybrid; GBP 32,000 - 34,000; Full time

Benefits offered by this job

Hybrid work model

Discretionary bonus

Job summary

Carousel Consultancy Ltd is seeking a proactive Graduate Investor Relations Client Support Executive in Central London, offering a hybrid role with 4 days in the office and 1 day remote. The role focuses on supporting clients, investors and advisers by phone and email, with administrative duties and product ambassador responsibilities.

The ideal candidate is a recent graduate with 1+ year in financial services, strong communication skills, and solid IT literacy across Word, Excel and PowerPoint.

Qualifications

• Recent graduate with a financial or business degree and 1+ year client services experience.
• Strong written and spoken communication with professional demeanor.
• Solid IT literacy with Word, Excel, PowerPoint.
• Ability to prioritise and manage busy workloads.
• Basic knowledge of investment management is beneficial.

Responsibilities

• Respond to inbound enquiries from clients, investors and advisors by phone and email.
• Assist with general administration and investor transfers/exits.
• Prepare client documents, reports, presentations and mailings.
• Attend client meetings and events to support engagement.
• Act as a product ambassador for investments and support product initiatives.
• Collect feedback from investors to identify improvements.

Skills

Communication skills

Customer service

MS Office

Time management

Investment products knowledge

Education

Finance/Business degree

Job description

Graduate Client Support Executive - Investor Relations - Central London / Hybrid - £32k-£34k + bonus and benefits

We're on the hunt for a proactive, personable and customer-focused recent Graduate, with a relevant degree and 1+ years experience in the financial / investment sector in a client-facing or customer service support role, to join a fantastic investment firm 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 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:

• Recent graduate in a financial or business focused degree (or similar) together 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