UK Client Service Associate

2 weeks ago


London, UK, United Kingdom Meredith Brown Associates Full time

Roles & Responsibilities

  • Manage client queries in a timely & professional manner. Queries range from literature requests, detailed fund information and commentary, performance, data and attribution requests and assisting with dealing, pricing & operational queries. Keep the sales team updated on all client interaction to ensure that the flow of information remains constant and that no opportunities are missed.
  • Ensure that all regular client reporting is collated & distributed to clients by the agreed deadlines. Help to produce bespoke client reports.
  • Help the sales team organise client meetings and events. Assist with the preparation of fund material for meetings.
  • Work with Head of UK Client Service to ensure the accurate and timely completion of RFPs and client questionnaires (one offs & regular) for new and existing clients.
  • Facilitate the review and completion of all client legal agreements, side letters, NDA’s by liaising with clients & the relevant internal departments.
  • Attend roadshows, conferences and client meetings as required.
  • Help the sales team with follow ups post client meetings and investor conferences.
  • Maintain and update records on the CRM database. Work with the sales team to keep client records up to date.
  • Build & maintain effective internal relationships with relevant colleagues to ensure that high levels of client service are maintained at all times.
  • Prepare competitor analysis & performance data for the sales team and clients.

Background & Experience

  • You will have at least 2 years’ experience working in a client services or sales support capacity from within the Asset management arena.
  • Good knowledge of unit trusts, OEICs, pricing and OCFs.
  • Excellent organisational and time management skills, high attention to detail.
  • Good knowledge of Microsoft Office.
  • A good understanding of Salesforce.
  • Knowledge of the sales process with wholesale and institutional investors.
  • Good knowledge of competitors, relative performance, funds and buy lists for our major clients.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.



  • London,, UK, United Kingdom twenty84 Full time

    We are currently looking for Client Services Associates for an innovative and fast-growing UK bank with over 1 billion in savings under management, to engage with retail clients and help them understand the bank's offerings. In this role you will be part of a diverse and passionate team to deliver exceptional service to customers.You'll also assist...


  • London,, UK, United Kingdom Redimeer Full time

    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...


  • London, UK, United Kingdom Alexander Mann Solutions Full time

    Our investment banking client has been present in the UK for more than 150 years, they're a long-term partner to British business. Today, the Group is formed of 10 divisions and employs 9,300 staff based in 21 core locations right across the country. Their role is simply stated: help clients achieve their goals by combining local know-how and global...


  • London,, UK, United Kingdom Superb People Ltd Full time

    Position: Client Services Associate - SeniorReports to: Head of Client ServicesAbout the RoleBased in their London office, the professional would be a part of a 5 person Client Service team supporting the business across multiple geographic jurisdictions. The team encompasses investor relations, client service and sales support duties. The Investor Relations...


  • London, UK, United Kingdom Jupiter Asset Management Ltd Full time

    The Value of Active Minds About Jupiter Jupiter is one of the UK's leading investment management companies with over 500 employees and £52.6 billion worth of assets under management (as at 29th March 2024). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and...


  • London,, UK, United Kingdom Ultimate Asset Full time

    Associate Director Client Services Temp to Perm.Hybrid Working – London I’m working with a huge social publisher with brands that deeply connect with Gen Z and Millennial audiences on TikTok, IG, YouTube, etcWe’re searching for an experienced Client Services Account Director who is used to the end-to-end rigor of assisting and sense-checking with...


  • London, UK, United Kingdom Jigsaw Financial Full time

    Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and initiatives that continually improve the service to advisers. Job Responsibilities Portfolio...

  • Senior Associate

    2 months ago


    London,, UK, United Kingdom Mostyn Chase Full time

    Senior Associate - Payment ServicesLondon - Hybrid (2 Days in the office)Are you currently working in the payment space with previous consultancy experience, regulatory/compliance knowledge, and the ability to manage client relationships? Are you looking for a new position where you can elevate your career in financial services and more specifically in...


  • London, UK, United Kingdom London Stock Exchange Group Full time

    FTSE's Indices are used by 98 of the top 100 asset managers globally by AUM, with over $20 Trillion in total assets benchmarked against them. The Associate, Fixed Income Index Client Service's, primary role is to provide support for institutional clients who use FTSE Fixed Income Indices. Interacting with local market experts, strategically located...


  • London,, UK, United Kingdom Anson McCade Full time

    Associate Director – Transaction ServicesLocation: LondonOverview:Are you a seasoned professional with a passion for Transaction Services? Our client, a top-tier consultancy, is seeking talented Associate Directors to join their Private Equity, Financial Services, Corporates, and Capital Markets teams. This role offers you the opportunity to collaborate...


  • London,, UK, United Kingdom HAYS Full time

    This highly reputable global asset manager, based in the heart of the City, has an opportunity for a dynamic German-speaking Client Services Account Manager to join their accomplished team and supervise a team of five responsible for supporting Client Relationship Managers and pension fund clients in the UK, Europe, and the Middle East.As the Team Manager...


  • London,, UK, United Kingdom VMA GROUP Full time

    Job Title: UK Partnership Marketing Associate Location: London, hybrid working – 4 days in the office per weekJob Type: InterimStart Date: ASAPContract Duration: End of Dec 2024 (potential extension possible)Salary: Circa £350 per dayKey Responsibilities:Build and maintain relationships: Establish and nurture strong relationships with key partners,...


  • London, UK, United Kingdom Goldman Sachs Full time

    IN INVESTMENT BANKING We pride ourselves in our resourcefulness and work on a variety of initiatives. On any given day, our work could include advising a company on a cross-border merger, structuring the initial public offering of a subsidiary, refinancing an outstanding bond and more. As a division, our strategic objectives include: • To be the...

  • Sales Associate

    4 days ago


    London, UK, UK, United Kingdom FRAME Full time

    FRAME the Californian fashion brand established in 2012 by Erik Torstensson and Jens Grede. Born and raised in Los Angeles, FRAME embodies signature tailoring, luxury leather and quality cashmere; through classic design ensuring a combination of timeless perspective of everyday chic outfitting through an effortless foundational denim wardrobe. Since the...

  • Associate Director

    3 months ago


    London, UK, UK, United Kingdom Cambridge Credentials Part time

    Our client's Transaction Services practice comprises approximately 500 people across the UK and is at the heart of the Firm's agenda to increase its penetration of boardrooms and work with clients across the economic and transaction cycle. This team works closely with colleagues across Deal Advisory as well as Tax, Audit and other Advisory teams; it...


  • London,, UK, United Kingdom Warner Scott Recruitment Full time

    Warner Scott are partnered with the Transaction Advisory Services Team of a Big 4 Accounting Firm, and are looking for an Associate Director to join one of their industry teams. These include Private Equity, Financial Services, Capital Markets, Mid-Market, and Corporates teams (including Energy and Natural Resources, Life Sciences, TMT, CDI, and SPA) across...


  • London,, UK, United Kingdom JCDecaux UK Full time

    The RoleWithin JCDecaux UK the role of Service Delivery Field Analyst (SDFA) provides support to any remote physical asset (digital or end user) or site (office, warehouse, digital, data centre, etc) deployed or in use. The position sits within the Service Delivery Field team, part of the Service Delivery department, within the Technology & Innovation...


  • London,, UK, United Kingdom Buckden Partners Full time

    My client is a leading global bank; they are hiring a new Associate for the Energy and Utilities Corporate and Investment Banking team.We are looking for someone with a solid financial modelling background who can help work with some of the banks largest and most complex names within the Energy Majors space.The role will be to help them with traditional Oil...

  • Sales Associate

    7 days ago


    London,, UK, United Kingdom Mayford James Full time

    A Global Investment Manager is looking to add a Sales Associate to their UK Client Group Department. As a Sales Associate you will: Own account plans for relevant firms, aiming for excellence in knowledge of client portfolios and their investment needsPrepare pitch books, meeting briefings and meeting follow upsCoordinate and prepare RFP and due diligence...

  • Client Reporting

    1 week ago


    London, UK, United Kingdom Marks Sattin FS Full time

    The Role: Client Reporting & Portfolio Oversight - Senior Associate - UCITs/QIAIF The Client: Global Investment Manager The Location: City of London Globally renowned IM is taking on a strong hands-on Senior Associate to join their broad Public Delivery team. Tight-knit team requiring someone with a strong understanding of Irish Umbrella Structures with...