Client Services Representative

1 day ago


London, Greater London, United Kingdom William Blake Group Full time

We are seeking a Client Services Representative to join our team at the William Blake Group. As a key member of our Investment Management team, you will be responsible for delivering exceptional service to our clients.

Your main responsibilities will include managing client requests, onboarding, client reporting, distributor due diligence oversight, distribution agreement management, and collaborating with internal teams and third-party service providers.

To be successful in this role, you will need a minimum of 12 months experience in Investment Management servicing intermediated/institutional clients, awareness and understanding of Consumer Duty, excellent communication skills, and a proactive approach to developing your skills and providing high-quality service.

This position offers excellent opportunities for career development and growth within our organization.

Estimated salary: £45,000 - £60,000 per annum, depending on experience.



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