Junior Client Service Specialist

7 days ago

London Area, United Kingdom Insight Investment Full time

Insight Investment is looking for a Client Service Specialist to join the London Client Service Team.


This is a dynamic role in a key area of the business. The Client Service Specialist is both the daily representative of Insight to it’s clients and the client’s advocate internally at Insight. Successful candidates will need to be able to demonstrate and be looking to develop an understanding and appreciation of institutional client service, strong organisation skills, a broad understanding of investment management and a proactive and team-focused attitude.


This role will sit within the International Client Service team, supporting experienced Client Service Specialists in the day-to-day management of their client accounts and carrying out team initiatives. The client base is broad geographically and covers LDI, Fixed Income and FX strategies. To resolve client queries and manage ongoing client needs effectively, there is a strong level of interactivity between the Client Service Team and all other teams at Insight.


Role Responsibilities:

  • Respond promptly and professionally to day-to-day and ad hoc client queries and requests.
  • Be responsible for ongoing client service delivery; instruction processing, reporting, invoicing, client relationship administration.
  • Perform team-based initiatives that support the above.
  • Contribute to the project management of the transition of client assets to and from Insight. Working with the legal teams, front office and fund management teams and internal operations counterparts.
  • Support the project management of any change to client’s Investment Management Agreement throughout the life of their mandate with Insight from initial conversation through to execution and dissemination.
  • Manage ad hoc requests effectively. Identify a clear date for response and ensure that we meet the deadline. Escalate or re-communicate, as appropriate.
  • Contribute to the creation and delivery of bespoke investment reporting where appropriate.
  • Work with internal colleagues and clients to ensure ongoing regulatory obligations are met.
  • Develop an understanding of our client’s needs and a commercial understanding of Insight.


Experience required:

  • Degree qualified.
  • At least 1 years' experience in a support role within Asset Management of Financial Services.
  • Some knowledge of institutional markets, including pension schemes, insurance companies, corporates and third-party distributors.
  • Experience with EU / Asia Pacific institutional clients beneficial.
  • Ability to organise, prioritise and multitask effectively in a busy and dynamic environment.
  • Demonstrable ability to problem solve to ensure projects are completed on time.
  • Project Management experience.
  • Demonstrable interest in investment strategies.
  • Excellent interpersonal skills.


Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com


About Insight Investment

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.


Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com

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