Client Service Associate
3 weeks ago
Client Service role supporting my clients personal investors with their current portfolio.
6 months position to support volume of growing company.
**Client Details**
One of the largest Asset Managers Globally.
**Description**
- Ensure that all client enquiries are responded to within defined service levels and in line with standards. Ensure the timely and accurate processing of all transaction requests. Accountable for ensuring that clients receive a level of service appropriateto their needs.
- Communicate optimally with clients and third parties keeping them informed of change/issues etc.
- Collaborate closely with contracted third party on service delivery.
- Assess client needs, expectations and behaviors as a basis for recommending service enhancements. Influence critical initiatives to ensure that my client provides client service that exceeds expectations. Supports continuous improvement initiatives for internaland external processes and services.
- Ensure that policies and procedures are continually followed and that key business unit indicators are met.
- Proactively handle internal client relationships (i.e., Sales, Legal, Compliance, Operations, Service providers, Fund Financial Services and Systems Integration) to ensure support for clients' needs.
- Maintain an appropriate level of industry knowledge including keeping current on policies and objectives
- Strong awareness of industry competition, including types and levels of service offered. Reviews client satisfaction measurement results and driven measures.
- Handle client data for internal recordkeeping purposes. Produces management information and internal updates on client activity.
**Profile**
- Background in client service/ investor relations
- Experience in Financial Services preferred but not essential
- Interest in Investment Management
- Pensions knowledge desirable but not essential
- Passion for customer care and ensuring they receive a great experience
- Full training provided
**Job Offer**
6 month contract
Hybrid role - 3 days in the office
£200 a day
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe 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...
-
Client Services Associate
2 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe 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....
-
Client Service Associate
1 month ago
London, United Kingdom Page Personnel Full timeClient 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...
-
Client Services Associate
1 month ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial 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...
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe 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...
-
Client Service Associate
2 weeks ago
London, United Kingdom Page Personnel Finance Full timeThe 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...
-
Client Service Associate
19 hours ago
London, United Kingdom Page Personnel - UK Full timePermanent Client Service role for a growing FX firm in Paddington - Excellent training, support and growth opportunity **About Our Client**: The financial services client is an award-winning financial services firm listed on the London Stock Exchange. Recognised by the Financial Times as one of the fastest growing companies in Europe, they remain a team of...
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel - UK Full timeClient 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...
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel Full timePermanent 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...
-
Client Service Associate
4 weeks ago
London, United Kingdom Page Personnel - UK Full timePermanent 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...
-
Client Services Associate
3 weeks ago
City of London, Greater London, United Kingdom Page Personnel Sales Full timeAbout 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...
-
Associate, Client Service
2 months ago
London, United Kingdom Duke and Rawson Full timeOur 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.
-
Client Services Associate Director
3 days ago
London, United Kingdom in Newbury Full timeEnter 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...
-
Client Services Associate Director
3 days ago
London, United Kingdom in Newbury Full timeEnter 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...
-
Client Services Associate
2 weeks ago
London, United Kingdom Buckden Partners Full timeWe'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...
-
Client Services Associate
3 weeks ago
London, United Kingdom Buckden Partners Full timeWe'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...
-
Client Services Associate
3 weeks ago
London, United Kingdom Buckden Partners Full timeJob 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...
-
Associate, Client Service
4 days ago
London, United Kingdom Duke and Rawson Full timeOur 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...
-
Associate, Client Service
4 days ago
London, United Kingdom Duke and Rawson Full timeOur 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...
-
Client Services Associate
3 weeks ago
London, United Kingdom Europe Arab Bank Full timeOverviewAre 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...