2025 Graduate Programme: Client Service

Division Description:
The Client Service Team form an integral part of an institutional clients’ relationship team, alongside the Client Director and Solution Design teams. The Client Director is responsible for owning the commercial relationship and strategic direction of the client, whereas the Client Service Specialist is responsible for ensuring the successful delivery of the mandate from a day to day perspective. The Junior Client Service Specialist will work alongside a more senior colleague on a number of named client accounts to ensure “best in class” service delivery.

The team is responsible for supporting the business in the delivery of exemplary service to a range of clients consisting of Insurance Companies, Financial Institutions, Pension Funds and other institutional investors. Client mandates vary from smaller clients investing in pooled vehicles with less than £10 million to substantial corporate mandates of increasing complexity. The team’s performance is critical to the success of the business as a whole. The role of the team, and of each individual, is to absorb and manage as much as possible of the client service workload created by the clients and consultants.

Role Overview:
• Working under the direction of the Senior Client Service Specialist to ensure smooth transition of mandates to Insight during the onboarding phase.
• Supporting the delivery of business-as-usual activity and ad hoc requests from clients, working closely with Senior CSS, Client Directors and Investment Professionals from across the business.
• The production and delivery of a range of bespoke reporting to segregated clients.
• Involvement in ad-hoc project work as it occurs to the wider benefit of the Client Solutions Group.
• Respond promptly and professionally to day to day and ad hoc client and consultant requests.
• Manage key tasks associated with client change activity including onboarding new clients and changes to existing client mandates, investment guidelines and fee schedules.
• Ensure client documentation including Investment Management Agreements and Instruction documentation is managed and stored appropriately in the client folder.
• Liaise with internal colleagues to ensure delivery as advocate for the client, including: Investment Reporting, Legal, Derivative Operations, Cash Management, Regulatory Reporting and Finance & Invoicing.
• Develop detailed knowledge of the clients and the environment in which we provide investment solutions.
• Ensure that Insight has all necessary information in order to comply with regulatory obligations both for Insight and on behalf of our clients.
• Attend client events, where appropriate, to support the CD and Senior CSS and build an independent relationship with the client.

As part of the Graduate programme, you will be sponsored to undertake the Investment Management Certificate (IMC) qualification. In addition, we will support pursuing the Chartered Financial Analyst (CFA) through learning materials, fee reimbursement, and study days for those that wish to pursue.

There will also be an opportunity for you to spend a 3-6 month secondment in a related team during your first two years.
We will structure your programme to give you the opportunity to experience and understand our business so you will:
• Be more effective when you enter a permanent role on completion of the programme
• Build networks and relationships across the organisation
• Gain technical understanding and working knowledge across our business
• Take professional qualifications to support and complement business knowledge
• Establish the foundations in becoming Insight’s future leaders

Each graduate will be paired with a mentor for the duration of the two years, to support you through the programme.

Experience Required:
• Bachelor’s/Master’s degree or equivalent at an accredited university
• Individuals who are energised by working with other people
• Individuals who are motivated to work in a client facing environment
• Strong analytical and problem-solving skills
• Proven record of working collaboratively
• Curiosity about economics, finance or investment finance
• Has extensive experience of using MS Office – including Excel to an intermediate level
• Outstanding communication skills, ability to articulate ideas clearly
• Ability to operate in a changing environment and challenge the status quo, innovative
• Proven record of taking the initiative to act, self-starter
• Inquisitive, strong desire to learn and grow professionally

If you’re interested in joining an exciting, innovative financial services company, please complete your online application by Friday 1st November 2024.

Applications will be reviewed on a rolling basis and our final round assessment centre will be held virtually in early December 2023. We therefore strongly encourage you to apply early.

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, sexual orientation or other factors protected by federal, state and/or local laws. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at graduates@InsightInvestment.com