Montpellier Resourcing

Up to £35,000 plus excellent bonus and benefits Hybrid working available Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management. Duties of the Investment Administrator to include: Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently. Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information. Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy. Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement. Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings). Requirements for the successful Investment Administrator: Prior assistant or administrative experience working within financial services, investment, or wealth management role. Knowledge of relevant regulatory frameworks. High attention to details, levels of accuracy and organisational skills This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Client Service Executive (Investments) Up to £45,000 pro rata Hybrid working available! 6 month FTC Are you a client service superstar ready to make a tangible impact within a rapidly expanding, highly regarded boutique Investment Management firm? Do you thrive on building exceptional relationships and being the trusted face of an organization committed to unparalleled financial services? A fantastic opportunity has arisen to join a highly regarded boutique Investment Management company in the heart of the City! We're on the hunt for a dedicated Client Services Executives to join this vibrant team to work closely with Investment Directors to ensure clients are always receiving the highest level of support. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. Duties of the Client Services Executive to include: Building Lasting Relationships : Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Adhere to all client lifecycle processes in line with the Operating Model (including end-to-end management of account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations) and escalate process improvement suggestions as needed. Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes. Administrative Expertise : Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support : Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. What we need from you as a Client Service Executive: Previous experience working within Investment Management is essential Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact : As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees! This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

Hybrid working available! Up to £45,000 plus EXCELLENT bonus and benefits Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service Duties of the Client Services Executive to include: Building Lasting Relationships : Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes. Administrative Expertise : Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support : Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes. Maintaining client records and internal CRM systems What we need from you as a Client Service Executive: Previous experience working within Investment or Wealth Management services highly advantageous Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact : As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency