Client Service Associate

The Client Service Associate presents an exciting and challenging client facing role within the Relationship Management team, situated in the London office.

Client Details

The financial services client based in London's west end, is a London based investment firm that provides execution-only, discretionary and advisory asset management services to retail and professional clients. They also offer a full range of family office services to eligible high net worth individuals.

Description

The main duties the Client Service Associate will have to carry out are as follows:

• Close collaboration and provision of support to multiple Relationship Managers, servicing sophisticated HNWI & UHNWI client relationships
• Daily contact with clients, being the first point of contact for any of their queries
• Delivering and supporting RMs to deliver tailor made services and the offering to HNWI & UHNWI clients
• Execution of transactions including complex account openings; and the execution of tasks and processes within the lifecycle of an account (e.g., KYC / ongoing DD / client reviews)
• Payments initiation and call-backs & Transfer of Assets initiations
• Placing trades

Profile

The key requirements for the Client Service Associate are as follows:

• 2 years experience within the client service realm within financial services
• Fluent in English; additional language skills are of advantage
• Strong educational background is desirable
• Computer skills, especially Microsoft Excel/Word
• Excellent communication skills, sales and client service competencies
• A team player with the highest professional work ethic and standards
• Reliable with excellent interpersonal skills and the drive to work in a target driven and high performance culture
• High level of personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies

Job Offer

• A competitive salary and benefits scheme
• The chance to progress into a relationship management role
• The chance to be part of a hard working, conscientious and supportive team