Client Services Associate
3 weeks ago
We're currently seeking a Client Services Associate to join the Corporate & Investment Banking division of a global banking group. In this role, you'll support some of the world's most intricate corporate and institutional clients, offering tailored services and wholesale products to meet their unique needs.
Client Services oversees the day-to-day operations of the company's business units, striving to provide exceptional service to clients by optimising people, processes, and technology. This enhances financial performance, expands investment capacity, and manages risk effectively.
As an Associate Client Services, you'll have the exciting opportunity to develop and implement onboarding programs and materials, utilising client feedback to enhance the onboarding process while collaborating with leadership teams across departments. If you've previously excelled in a similar role, this is an ideal opportunity to advance your career.
Key Responsibilities:
- Managing the portfolio of onboarding sessions from inception to completion and overseeing the overall customer onboarding processes.
- Leading complex conversion activities related to a variety of institutional client relationships, requiring a deep understanding of custody and accounting processing activities.
- Reviewing workflows and procedures to ensure an optimal client experience and compliance with regulatory standards and risk management protocols.
- Offering recommendations for onsite client support and training to facilitate documentation, quality review, and document submission.
- Tracking and maintaining all projects and documentation, acting as the client's project manager and liaison throughout the onboarding process and special ongoing projects.
- Utilising client feedback to enhance the onboarding process, collaborating with leadership teams across departments.
Skills & Experience:
- Previous experience in securities or financial services, ideally in client-facing or project management roles.
- Strong understanding of financial markets and funds.
- Experience managing client onboarding and offboarding processes, along with analytical, problem-solving, and project management skills.
- Additional languages such as French, German, Spanish, or Italian would be advantageous.
- Must be highly motivated with the ability to work independently and thrive in a dynamic environment.
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe Client Service Associate will focus on the long-term success of their investors. As a Senior Training Associate, you'll play a meaningful role in providing the best in class support to their UK Personal Investor business. Working in training will giveyou the opportunity to help make their crew the best they can be when it comes to serving their...
-
Client Services Associate
2 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe Client Services Associate role provides support for various stakeholders, including financial advisers, retail investors, and HNW individuals. The role is an opportunity for a candidate to take the next step in their financial services career. Client Details The client is a successful and rapidly growing investment manager based in the City of London....
-
Client Services Associate
6 hours ago
London, United Kingdom Mason Blake Full timeOur client, a global Investment Management house is looking to hire a **Client Services Associate** to join their growing Client Services team in London. The **Client Services Associate** responsibilities will be: - Work closely with clients, answering all queries whilst providing responses to information related communications. - Overseeing service and...
-
Client Service Associate
1 month ago
London, United Kingdom Page Personnel Full timeClient Service Associate for a rapidly growing fintech company in London - Permanent position with lots of progression and support **About Our Client**: The financial services client based in London is one of the world's leading wealthtech companies with a service offering which includes data & analytics, portfolio & reporting tools, research and regulatory...
-
Client Services Associate
1 month ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services London 13/11/2023 Type of Position: Client Services Associate - London Pay: £30k - £45k **Client Services Associate - London**: We have an exciting opportunity for an individual to fill a Client Services Associate role in London. **Job purpose**: - To deputise for the Client and Investment Administration Manager. - To support the...
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe Client Service Associate role is essential to provide existing clients with our service in a fully compliant manner and in line with defined service levels as well as supporting the new client operational onboarding process. You will also be dealingwith client enquiries and escalations on various operational processes, escalating appropriate issues in a...
-
Client Service Associate
2 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe 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...
-
Client Service Associate
6 hours ago
London, United Kingdom Page Personnel Full timePermanent Client Service role for a growing FX firm in Paddington - Excellent training, support and growth opportunity **About Our Client**: The financial services client is an award-winning financial services firm listed on the London Stock Exchange. Recognised by the Financial Times as one of the fastest growing companies in Europe, they remain a team of...
-
Client Service Associate
1 day ago
London, United Kingdom Page Personnel - UK Full timePermanent Client Service role for a growing FX firm in Paddington - Excellent training, support and growth opportunity **About Our Client**: The financial services client is an award-winning financial services firm listed on the London Stock Exchange. Recognised by the Financial Times as one of the fastest growing companies in Europe, they remain a team of...
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel - UK Full timeClient Service role within a fast growing European Bank - Fantastic exposure, training and progression **About Our Client**: The financial services client based in London is one of the world's leading wealthtech companies with a service offering which includes data & analytics, portfolio & reporting tools, research and regulatory services. They offer the...
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel Full timePermanent Client Service role in a wealth management business in London - Excellent exposure, growth and progression opportunities **About Our Client**: 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...
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel - UK Full timePermanent Client Service role in a wealth management business in London - Excellent exposure, growth and progression opportunities **About Our Client**: 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...
-
Client Services Associate
3 weeks ago
City of London, Greater London, United Kingdom Page Personnel Sales Full timeAbout Our Client The client is a successful and rapidly growing investment manager based in the City of London. Job Description Handling inbound calls and emails from clients and delivering industry leading client service quality to stakeholders. Producing, checking and distributing regular client communications Acting as a key contributor to process...
-
Associate, Client Service
7 hours ago
London, United Kingdom Duke and Rawson Full timeOur client is a full service international firm looking to recruit an Associate to join its highly rated Employment practice. The practice is especially strong in the financial services sector and holds panel positions with some of the leading banks and financial institutions in the global financial markets.
-
Associate, Client Service
2 months ago
London, United Kingdom Duke and Rawson Full timeOur client is a full service international firm looking to recruit an Associate to join its highly rated Employment practice. The practice is especially strong in the financial services sector and holds panel positions with some of the leading banks and financial institutions in the global financial markets.
-
Client Services Associate Director
4 days ago
London, United Kingdom in Newbury Full timeEnter Job title or skill to search relevant jobs Enter your city or zip to show jobs in your location Cancel Home Private Client Services Senior Manager/associa... Home Private Client Services Senior Manager/associa... 2 Private client services senior manager/associate director jobs in London 797 Private Client Services Senior...
-
Client Services Associate Director
3 days ago
London, United Kingdom in Newbury Full timeEnter Job title or skill to search relevant jobs Enter your city or zip to show jobs in your location Cancel Home Private Client Services Senior Manager/associa... Home Private Client Services Senior Manager/associa... 2 Private client services senior manager/associate director jobs in London 797 Private Client Services Senior...
-
Client Services Associate
2 weeks ago
London, United Kingdom Buckden Partners Full timeWe're currently seeking a Client Services Associate to join the Corporate & Investment Banking division of a global banking group. In this role, you'll support some of the world's most intricate corporate and institutional clients, offering tailored services and wholesale products to meet their unique needs.Learn more about the general tasks related to this...
-
Client Services Associate
3 weeks ago
London, United Kingdom Buckden Partners Full timeWe're currently seeking a Client Services Associate to join the Corporate & Investment Banking division of a global banking group. In this role, you'll support some of the world's most intricate corporate and institutional clients, offering tailored services and wholesale products to meet their unique needs. Client Services oversees the...
-
Client Services Associate
3 weeks ago
London, United Kingdom Buckden Partners Full timeJob Description We're currently seeking a Client Services Associate to join the Corporate & Investment Banking division of a global banking group. In this role, you'll support some of the world's most intricate corporate and institutional clients, offering tailored services and wholesale products to meet their unique needs. Client Services...