Client Services Associate

22 hours ago


London, United Kingdom Page Personnel Finance Full time

The Client Services Associate will be in charge of query management, dealing with client enquiries, producing reports for clients as well as internal MI, and assisting the operations team in managing core ended funds. The role combines both client serviceduties along with fund operations duties making it a well rounded middle office position.

**Client Details**

An award winning i_nvestment_ manager offering real transparency around their products, what they i_nvest _in and what the risks are.

**Description**
- Enquiry Management
- Client Communications
- Transfer Agency
- Bank Reconciliation
- Company Secretarial Work
- Client Onboarding
- AML & KYC
- Management and Oversight of the Custodian
- Client and MI reporting

**Profile**
- Operations experience
- Financial Services background
- one - two years experience
- Diligent and accurate

**Job Offer**

Full benefits package

Salary - 35-40K

Location - Central London



  • London, United Kingdom Page Personnel Finance Full time

    The 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...


  • London, United Kingdom Page Personnel Full time

    Client 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...


  • London, United Kingdom Page Personnel Finance Full time

    The 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...


  • London, United Kingdom Mason Blake Full time

    A leading investment management house are looking to recruit a Client Services Associate to join their London office on a permanent basis.The Client Services Associate will take responsibility for the following duties:Create an exceptional client experience.Manage and respond to client queries.Assist with quarterly reporting and investment reports.Contribute...


  • London, United Kingdom Crone Corkill Full time

    A global Investment firm are looking for a Client Service Associate to join them! The role will be working closely alongside the Client Services Manager and you will be responsible for the day to day contact with the Client. Duties Include - Providing information to Clients - Reporting on queries both investment and operational - Adhering to the FCA's rules...


  • London, United Kingdom Mason Blake Full time

    We are currently working with a global asset manager in their search for a Senior Client Services Associate. This position directly reports to the Head of Client Services, assisting with managing new/existing client relationships and increasing engagement.The Senior Client Services Associate will take responsibility for the following duties:Support the team...


  • London, Greater London, United Kingdom Third Bridge Full time £40,000 - £60,000 per year

    Company Description Start Dates: Spring & Summer 2026Want to accelerate your career in a high-energy, commercial role? If you're competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move.About Third BridgeWe connect the world's top investors and business...


  • London, United Kingdom capital.com Full time

    We are a Fintech company with a difference, we use innovative technology to develop the most easy-to-use and transparent financial trading platform on the market. We’re seeking a **Client Services Associate** to join our team and help spread our message. **Key responsibilities**: - Conduct virtual tours of the trading platform to showcase its features...


  • London, United Kingdom Third Bridge Full time

    Why Join UsWere offering more than a role were offering a career launchpad. As a Client Services Associate youll develop the commercial awareness and business acumen that open doors to long-term careers in sales account management leadership research and so much more. We promote from within and our top performers move into management in as little as two...


  • London, Greater London, United Kingdom Third Bridge Group Limited Full time £40,000 - £60,000 per year

    Start Dates:Spring & Summer 2026Want toaccelerate your careerin ahigh-energy, commercial role?If you're competitive, a confident communicator, both on the phone and in person, andhungry to grow fast, ourAssociate roleat Third Bridge could be your next big move.About Third BridgeWe connect the world'stop investors and business leadersto the insights that...