Client Service Associate

About the Company:An investment firm, known for its global investment strategy and long-term focus. It has a strong track record of performance, but it also charges high fees and uses aggressive marketing tactics. The firm has a large and loyal client base, and are looking for multiple UK (London) based, Dutch speaking Client Services Associates to support...

The CompanyFundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a Client Services Associate to join our outstanding Platform Operations Team. This position will report into our Head of Adviser Support. Fundment is transforming the platform experience for advice firms and their clients. Our technology...

Exciting opportunity to join the investment operations team of an Outsourced Investment Office.Our client is looking for someone to support their Investment Principals in the execution of investments for a range of clients whilst helping to develop their operational processes and procedures.Responsibilities will include:• Client Investment Execution:...

Our client, a market leading MGU, is looking for a Client Services Lead. Reporting to the Head of Operations, as Client Services Lead you will be responsible for supporting a portfolio of Clients by leading the analysis of business Operations requirements, determination of appropriate processes, tools and approaches, and the application of standards and best...

Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. IBUK is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.” We are looking for an enthusiastic self-starter with...

Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. IBUK is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.” We are looking for an enthusiastic self-starter with...

Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. IBUK is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.” We are looking for an enthusiastic self-starter with...

Company Overview Selby Jennings is proud to partner with a leading investment firm specialising in infrastructure investments and renewables. With over €8 billion invested in energy transition assets across Europe and North America, the firm has established itself as a pioneer in sustainability-focused investments. Known for its commitment to ESG...

The Corporate Services Associate role will involve overseeing corporate accounts, ensuring compliance with AML/KYC regulations, and managing operations in line with high compliance standards. If you have a strong background in banking operations, customer service, and a solid understanding of financial regulations, we want to hear from you!Key...

Join a Tier 1 Private Client Team in London – Private Client Solicitor RoleWe’re excited to represent a prestigious London law firm searching for a talented Private Client & Tax Associate with over 3 years of PQE to join its team. This is a fantastic opportunity for a proactive legal professional to work on high-value estates and international...

Job Title : Senior Associate - Private Client & Tax. 5+ yearsLocation: LondonSalary: £120,000+ D.0.ETerm: Permanent, HybridAbout Our ClientOur client is a well-established, highly regarded law firm with a long history of providing expert legal services to high-net-worth individuals. The firm specialises in advising wealthy families, property investors,...

You will be responsible for: Ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations Ensuring the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts Understanding the clients’ investment objectives, assigned mandates...

Responsibilities: Gaining a deep understanding of the firm’s investment strategies, portfolios, and processes in order to optimise the client experience whilst also promoting the businesses vision for long-term sustainable capitalism. Opportunity to attend and host client meetings and observe internal research discussions. Developing a thorough...

Role: Legal Services Manager (ASB)Location: Central LondonSalary: £40.43 to £44.30ph LTDContract Type: Initial 3-month contract with a view to permanentAbout the RoleWorking closely with the Head of Legal Services (Litigation) to enhance the ASB workstream, ensuring high standards of service delivery. As an integral member of the in-house legal team, your...

Our client is a leading global professional services firm that provides a wide range of services including consulting, advisory audit, and tax services. They are dedicated to helping our clients navigate complex business challenges and achieve their strategic goals. Our client prides itself on a collaborative and inclusive culture, encouraging innovation and...

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

Our client is a well-renowned, Sustainability focused Asset Manager with excellent track record. They have recently released an exciting opportunity for a skilled Investment Writer to join their Client team.Key responsibilities:Develop a thorough understanding of each investor type and their needs to ensure effective client service.Acting as the RFP/DDQ...

The client is an award-winning financial services firm listed on the London Stock Exchange, with a global presence and a reputation for rapid growth and innovation. Description Identify and act on opportunities to enhance client servicing needs. Oversee all aspects of the client journey, from pre-account submissions to ongoing account management. Manage...

We are seeking a visionary and experienced Head of Client Services to lead the client-facing teams, ensuring they maintain and enhance their reputation for excellence in relationship management and strategic partnership development.Our client partners with world-class brands, sports teams, athletes, and entertainment venues to create award-winning...

Our client, an accountancy and business advisory services firm is seeking a Client Services Executive to join their team.As Client Services Executive, you will be responsible for supporting the team in the administration of private client and corporate financial planning services. You will help the business process new business and service existing clients....