Client Service Associate

2 weeks ago

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 clients. They also offer a full range of family office services to eligible high net worth individuals.

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

**The Successful Applicant**:
The key requirements for the Client Service Associate are as follows:

- 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

**What's on 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
- Contact
- Daniel Page
- Quote job ref
- JN-112023-6251508
- Phone number
- +44 207 645 1416

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