Client Service Associate

1 month ago


London, United Kingdom Page Personnel - UK Full time

Client Service role within a boutique investment management firm in London
- Excellent progression, study support and management opportunities

**About Our Client**:
Our client is a renowned entity in the financial services industry, boasting a large presence in the United Kingdom. They are recognised for their comprehensive investment solutions and are dedicated to providing excellent service to their clients. With a team of over 200 professionals, they are committed to fostering a culture of continuous learning and development.
- Deliver exceptional client service in line with the financial industry standards.
- Collaborate with team members to develop and implement client service strategies.
- Assist in the preparation of client reports and presentations.
- Participate in client meetings and contribute to relationship management.
- Ensure compliance with industry regulations and company policies.
- Contribute to team projects and initiatives to improve service delivery.
- Participate in continuous learning opportunities to enhance industry knowledge.
- Support the Banking & Financial Services department in achieving its objectives.

**The Successful Applicant**:
A successful 'Client Service Associate' should have:

- A strong academic background in finance or a related field.
- Proven customer service skills, ideally within the financial services sector.
- Excellent communication and interpersonal skills.
- A strong understanding of financial services and investment products.
- The ability to work effectively as part of a team and independently.
- A commitment to continuous learning and professional development.

**What's on Offer**:

- A competitive salary within the range of GBP 36,000 - 44,000 per annum.
- Potential for a 20% bonus based on performance.
- Hybrid working model to support work-life balance.
- Study support for professional qualifications.
- Opportunities for management progression within the company.
- Contact
- Daniel Page
- Quote job ref
- JN-012024-6314659
- Phone number
- +44 207 645 1416



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