Client Services Associate

City of London Permanent £38,000 - £45,000 per year View Job Description
The Client Services Associate role involves providing exceptional customer service by handling client enquiries, supporting operational procedures, and contributing to process improvements.
  • Collaborative team providing opportunities for continuous learning
  • Balance between office-based collaboration and remote work

About Our Client

The client is a growing investment manager that works with financial advisers, retail investors, nominees, banks, and high-net-worth individuals. They are based in the City of London and are seeking a Client Services Associate to join their expanding team.

Job Description

  • Enquiry Management - Managing inbound calls and emails from clients, delivering exceptional customer service, and collaborating with colleagues and wider teams to provide accurate information.
  • Client Communications - Ensuring client communications are produced, reviewed, and distributed with the highest level of care and accuracy.
  • Change Management - Proactively identifying opportunities to improve processes and contributing to initiatives that enhance the client experience.
  • Project Work - Participating in a range of projects alongside regular daily responsibilities.

The Successful Applicant

The ideal Client Services Associate candidate will have:

  • A strong telephone manner with solid experience in client servicing within financial services.
  • Excellent written English and strong attention to detail.
  • A proactive, can-do attitude with a desire to learn and develop.
  • The ability to build relationships and take an interest in the company's future direction.

What's on Offer

The role offers a supportive company culture where employee contributions are valued. Successful candidates will receive comprehensive training, performance recognition, and opportunities to participate in process improvements and enhance client service delivery.

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