Investor Relations Executive

C&C Search; Greater London; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Holiday

Pension

Healthcare

Bonus

Job summary

C&C Search is recruiting an Investor Relations Executive to join the Retail Investor Relations team of a leading investment management business based in London. This is an excellent opportunity for a client-focused Investor Relations Executive with experience in financial services, customer service, client relations or investment administration.

You will provide a high-quality service to retail investors and financial advisers, responding to enquiries by telephone and email while supporting the

Qualifications

• 12-18 months experience in a client-facing, customer service, investor relations or administration role.

Responsibilities

• Respond to enquiries from retail investors and financial advisers by telephone and email.
• Complete investment administration processes from start to finish, including investor transfers, redemptions and exits.
• Support investors and advisers with queries relating to the investor portal.
• Assist with investor communications, including valuations, reports, factsheets and dividend announcements.
• Support the Retail Sales team and attend occasional client meetings, investor events and engagement activities.
• Develop specialist product knowledge and identify opportunities to improve service and the investor experience.

Skills

Client-facing

Investor relations

Communication skills

Organisational skills

Job description

C&C Search is currently recruiting an Investor Relations Executive to join the Retail Investor Relations team of a leading investment management business based in London.

This is an excellent opportunity for a client-focused Investor Relations Executive with experience in financial services, customer service, client relations or investment administration. You will provide a high-quality service to retail investors and financial advisers, responding to enquiries by telephone and email while supporting the administration of a well-established portfolio of tax-efficient investment products.

All about the role and company I would be working for!

Position: Investor Relations Executive

Salary: £30,000 - £35,000

Hybrid set up: Fully office based for 1st 6 months, then 4/1

Benefits: Holiday, pension, healthcare, bonus

What they do: Investment Management

Size of company: Global

Company culture and what makes them great to work for:

The culture is collaborative, professional and improvement-focused. Employees are encouraged to take ownership of their development, contribute ideas and work across teams to deliver an exceptional investor experience. The successful Investor Relations Executive will join a supportive environment with opportunities to build product expertise, improve processes and progress within investor relations and financial services.

Key responsibilities for this position:

• Respond accurately and efficiently to enquiries from retail investors and financial advisers by telephone and email, working within agreed service-level agreements
• Complete investment administration processes from start to finish, including investor transfers, redemptions and exits
• Support investors and advisers with queries relating to the investor portal
• Assist with investor communications, including valuations, reports, factsheets and dividend announcements
• Support the Retail Sales team and attend occasional client meetings, investor events and engagement activities
• Develop specialist product knowledge while identifying opportunities to improve service, efficiency, retention and the overall investor experience

What background and experience are the company looking for?

• A minimum of 12m-18m experience in a client-facing, customer service, investor relations or administration role
• Experience within financial services, investment management, wealth management, banking or professional services would be advantageous
• Excellent written and verbal communication skills, with confidence handling telephone and email enquiries
• Strong organisational skills, accuracy and the ability to plan, prioritise and manage a varied workload
• A collaborative and proactive approach, with an interest in improving processes and client service

At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering - across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.