Client Services Associate ~ Maternity Contract

Job Title: Client Services Associate

Industry: Financial Investment

Contract Type: Maternity Contract ~ 12 months

Salary: £35,000 - £40,000 per year

Working Pattern: Full Time/ Hybrid

We are seeking a dynamic and motivated individual for the position of Client Services Associate with our client in the finance industry. Our client's organisation is committed to providing exceptional client service and recognises that the success of their business hinges on meeting the needs of their clients. Joining their Client Services Team, you will play a pivotal role in ensuring client satisfaction and contributing to the overall growth of the organisation.

As a Client Services Associate, you will have the opportunity to develop your skills and knowledge in a demanding work environment. While prior financial services experience is not mandatory, a strong desire to learn and grow is essential. Your ability to resolve client inquiries to the highest standard, along with your attention to detail, will be key in delivering industry-leading client service. A can-do attitude and a supportive approach to your team members are critical attributes as well.

To thrive in this role, you will need to demonstrate diligence and intelligence, with a quick grasp of new concepts. Building strong relationships with clients and colleagues is vital, as is showing continuous self-improvement and a genuine interest in the future direction of the organisation.

Ideally, you will already have some operational experience, preferably within asset management, and be ready to take the next step in your career. Our client is dedicated to your professional development and envisions this role as a stepping stone towards a Senior Associate position, where you will be entrusted with higher-level responsibilities such as overseeing colleagues and reviewing their work.

Your responsibilities as a Client Services Associate will include:

• Enquiry Management: Handling inbound calls and emails, providing top-quality client service.
• Client Communications: Ensuring accuracy and attention to detail in producing and distributing client communications.
• Transfer Agency: Processing trades, completing deal instructions, processing distributions, and reviewing client reporting.
• Client Onboarding: Processing new client applications for our suite of fund products.
• AML & KYC: Conducting initial and ongoing screening to ensure compliance with regulatory obligations and company policies.
• Client and MI Reporting: Producing and checking client reporting, including monthly holding reports, valuations, and tax vouchers.
• Bank Reconciliation: Reconciling cash to bank accounts, including accounts at the custodian.

If you are looking to join a dynamic team and work in a challenging yet rewarding environment, this may be the perfect opportunity for you.

Don't miss out on the chance to contribute to a successful and growing organisation. Apply today and take the next step in your career as a Client Services Associate!

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