Client Services Representative

Posted 5 days ago by Page Personnel Finance
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For the Client Services Associate position, we are looking for a candidate with an exceptional approach to client service who understands that the needs of clients are at the heart of everything as a business. A wealth of financial services experience is not a prerequisite in applying for the role but a desire to develop skills and knowledge within a demanding work environment is critical.

Client Details

The client manages £2.5 billion worth of assets for over 9,000 investors invested in income funds and estate planning solutions. We work in partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for investors. Our investment solutions focus on providing stable returns delivered through a defensive investment strategy, and have an excellent track record of delivering consistent returns.


  • Enquiry Management - handling inbound calls and emails from our clients and delivering industry leading client service quality to our stakeholders
  • * Client Communications - ensuring the highest degree of care and accuracy when producing, checking and distributing regular client communications
  • * Client and MI Reporting - producing client reporting, including monthly holding reports, valuations and tax vouchers as well as being involved in providing MI data to the business
  • * Bank Reconciliation - reconciling cash to bank, including accounts at the custodian
  • * Company Secretarial Work - adherence to Companies House rules regarding the management of companies and use of CoAct system to manage this
  • * Client Onboarding - processing new client applications for our suite of tax products
  • * AML & KYC - Initial & Ongoing screening and ensuring compliance with regulator obligations and Company policies. Use of Equifax and Thomson Reuters World Check
  • * Management and Oversight of the Custodian - working with our outsourced custodial and administrative partners to ensure seamless service delivery for our clients


The candidate MUST have at least 1+ years experience within Client Service at a FinTech, Asset Management or Investment Management company.

Job Offer

What we can offer


Successful candidates will reap the benefits of working for a business where their voice is heard and their contribution is truly valued. The client has an open and supportive approach towards its employees and the Client Services Team embraces this wholeheartedly.

Training and Development

The successful candidate will be offered training and development within the team and will receive product and organisational overviews from across the business as part of our in-house onboarding process which is offered to all new employees - whatever their role.

Recognition of Performance

Joining an existing team of 15 team members, the candidate will benefit from working on a team where merit truly counts and where outperformance is rewarded with greater responsibility and greater exposure, regardless of length of service. The client also has a company-wide recognition service which is tied strongly to our values.

Contributing to Change

Within the Client Services Team we are constantly striving to find improvements to our operational procedures and the successful candidate will be provided with the necessary support, training and encouragement to be part of this process. The candidate will also contribute to providing industry leading customer service to all our stakeholders

Required skills

  • AML
  • Client Services
  • KYC
  • Onboarding
  • Client Service
  • Reconciliations
  • Client Service Executive
  • Client Service Associate

Reference: 39964273

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