Client Services Associate

The Client Services Associate role provides support for various stakeholders, including financial advisers, retail investors, and HNW individuals. The role is an opportunity for a candidate to take the next step in their financial services career.

Client Details

The client is a successful and rapidly growing investment manager based in the City of London.

Description

• Handling inbound calls and emails from clients and delivering industry leading client service quality to stakeholders.
• Producing, checking and distributing regular client communications
• Acting as a key contributor to process improvement on the team with a focus on improving our client experience
• Being involved in a variety of exciting projects alongside your daily duties

Profile

The successful candidate has experience as a Client Services Associate or a similar role.

Job Offer

The successful candidate will become a Client Services Associate for an incredibly successful investment manager, taking the next step in their career.