Client Associate
2 weeks ago
5-Client/SD
Client Associate - Private Wealth
Competitive Salary
Victoria
Permanent
Hybrid Working - 2 days from home
9am - 5:30pm
The Client:
A prestigious investment firm with around 250 in the London office and additional offices worldwide. The business has excellent staff retention and a fantastic track record of internal promotions and staff development
The Role:
This is a busy Client Associate role, which will involve working closely with an investment team of 2 Directors and an Associate to provide excellent customer service and administrative support to an extensive client base. Responsibilities will include (but are not limited to):
- Taking email and phone enquiries from clients, escalating where necessary
- Acting as first point of contact for clients; building and maintaining relationships
- Administration of the CRM system, including production of receipts, opening and closing client accounts and updating daily activity
- Producing client presentations
- Managing process of Quarterly Valuations - communications, collating reports, and scanning of client letters
- Administration - arranging client meetings, scanning and filing, inbox management
- Ad-hoc administration and support to the team and clients.
If successful in the role, there is potential that the business would support future study of the IMC.
Candidate Specification:
- No prior experience or understanding of finance / investments is required for this role, but an eagerness to learn is key
- Previous experience in a client-facing role, dealing with ultra-high and high net worth individuals / families
- Excellent communication skills - highly professional and to the highest standard, both written and verbal
- Excellent attention to detail and organisational skills
- Capable of working as part of a team and independently
- Excellent IT literacy - MS Office in particular.
Additional Information:
- Excellent competitive salary and benefits, including discretionary bonus
- The business offer a hybrid working model of 2 days from home
- Hours are 9am - 5:30pm.
If you are are a service-driven professional looking to begin a career within financial services, please apply today
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