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Client Services Associate

City of London Permanent £35,000 - £45,000 per year View Job Description
The Client Services Associate role focuses on delivering exceptional support and service to a diverse client base, handling enquiries and contributing to operational efficiency. The position offers a dynamic mix of daily client interaction and involvement in internal projects and process improvements.
  • Collaborative team providing opportunities for continuous learning
  • Balance between office-based collaboration and remote work

About Our Client

The client is a fast-growing investment manager overseeing over £4.5 billion in assets on behalf of more than 30,000 investors. They work closely with financial advisers, wealth managers, and family offices to offer transparent, consistent, and defensively managed investment solutions underpinned by strong core values.

Job Description



The Client Services Associate will:



  • Handling inbound client enquiries via phone and email with professionalism and care.


  • Producing, checking, and distributing accurate and timely client communications.


  • Identifying and contributing to process improvements and enhancing the client experience.


  • Participating in cross-team projects and collaborating with wider business functions.



The Successful Applicant

The ideal Client Services Associate candidate will be a confident communicator with strong written and verbal skills, a proactive mindset, and high attention to detail. They will be eager to learn, quick to grasp new concepts, and committed to delivering a high standard of client service. A positive, team-oriented attitude is essential, while prior financial services experience is welcomed but not required.

What's on Offer

The candidate will join a company based in the City of London with a supportive and inclusive culture, where initiative is encouraged and performance is acknowledged through increased responsibility and recognition schemes. Full onboarding and training are provided, along with the chance to be involved in shaping internal processes and contributing to industry-leading customer service.

Contact
Felix Marufu
Quote job ref
JN-032025-6689048
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-032025-6689048