Client Services Analyst

7 days ago


London, UK, United Kingdom Freshminds Full time

Freshminds have partnered with a boutique private investment firm who are looking to build their Client Services team.


Working with high-net-worth individuals and family offices, you’ll be closely collaborating with client advisors and the senior management team to help manage their client’s portfolio.


What you’ll be doing:

  • Liaising with clients and client advisors
  • Attending client meetings, creating and maintaining long-lasting relationships
  • Administrative tasks including documentation, reporting, and portfolio reviews


Requirements:

  • 1-2 years of experience in a similar client services role or banking remit
  • Interest / experience in wealth management
  • Eagerness to build own client book, identify leads and referrals
  • Organisational skillset, high attention to detail
  • Strong relationship builder
  • Personable and enthusiastic nature



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