Client Service Associate

2 weeks ago


London, United Kingdom Page Personnel Finance Full time

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


  • London, United Kingdom Page Personnel Finance Full time

    The 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...


  • London, United Kingdom Page Personnel Finance Full time

    The 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....


  • London, United Kingdom Page Personnel Full time

    Client 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...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial 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...


  • London, United Kingdom Page Personnel Finance Full time

    The 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...


  • London, United Kingdom Page Personnel - UK Full time

    Client 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...


  • London, United Kingdom Page Personnel Full time

    Permanent 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...


  • London, United Kingdom Page Personnel - UK Full time

    Permanent 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...


  • City of London, Greater London, United Kingdom Page Personnel Sales Full time

    About 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...


  • London, United Kingdom Duke and Rawson Full time

    Our 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.


  • London, United Kingdom in Newbury Full time

    Enter 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...


  • London, United Kingdom in Newbury Full time

    Enter 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...


  • London, United Kingdom Buckden Partners Full time

    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.Learn more about the general tasks related to this...


  • London, United Kingdom Buckden Partners Full time

    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...


  • London, United Kingdom Buckden Partners Full time

    Job 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...


  • London, United Kingdom Duke and Rawson Full time

    Our 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. Fields marked with an asterisk (*) are...


  • London, United Kingdom Duke and Rawson Full time

    Our 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. Fields marked with an asterisk (*) are...


  • London, United Kingdom Europe Arab Bank Full time

    OverviewAre you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.The role holder is responsible for providing administrative and operational support to the Private Banking Relationship Managers and their client base.They must deliver a high quality, professional service in person, on the...


  • London, United Kingdom Page Personnel - UK Full time

    Permanent Client Service role in Paddington - Progression, Growth, Great career path **About Our Client**: This is a large company in the heart of London, known for its commitment to client service within the technology and telecoms sector. With a strong presence in the banking and financial services industry, they are well-regarded for their focus on...


  • London, United Kingdom Mason Blake Full time

    Our client is a top tier investment management house. Due to continued business success, they are now looking to recruit a European Client Services Associate to join their high-performing Sales team on a permanent basis. The European Client Services Associate will take responsibility for the following duties: Support the team with implementing and...