Back to search
The Client Services Associate role focuses on delivering exceptional support and service to a diverse client base, handling enquiries and contributing to operational efficiency. The position offers a dynamic mix of daily client interaction and involvement in internal projects and process improvements.
Client Details
The client is a fast-growing investment manager overseeing over £4.5 billion in assets on behalf of more than 30,000 investors. They work closely with financial advisers, wealth managers, and family offices to offer transparent, consistent, and defensively managed investment solutions underpinned by strong core values.
Description
The Client Services Associate will:
-
Handling inbound client enquiries via phone and email with professionalism and care.
-
Producing, checking, and distributing accurate and timely client communications.
-
Identifying and contributing to process improvements and enhancing the client experience.
-
Participating in cross-team projects and collaborating with wider business functions.
Profile
The ideal Client Services Associate candidate will be a confident communicator with strong written and verbal skills, a proactive mindset, and high attention to detail. They will be eager to learn, quick to grasp new concepts, and committed to delivering a high standard of client service. A positive, team-oriented attitude is essential, while prior financial services experience is welcomed but not required.
Job Offer
The candidate will join a company based in the City of London with a supportive and inclusive culture, where initiative is encouraged and performance is acknowledged through increased responsibility and recognition schemes. Full onboarding and training are provided, along with the chance to be involved in shaping internal processes and contributing to industry-leading customer service.
