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Client Services Associate

City of London Permanent £35,000 - £45,000 per year View Job Description
The Client Services Associate will support the organisation's client servicing and investor engagement functions, ensuring that communications, records, and compliance tasks are managed efficiently and professionally. The role also involves collaborating across departments to enhance client experience and improve internal processes.
  • Opportunity to work at the heart of client engagement
  • Develop skills across stakeholder relations in a respected firm

About Our Client

The client is a well-established investment group managing a portfolio of over £600 million and supporting development projects exceeding £2 billion in value. With a focus on sustainable, long-term growth, the organisation partners with both private and institutional investors and has a strong track record of helping companies succeed.

Job Description



The Client Services Associate's duties include:



  • Maintaining and organising electronic client records across several systems.


  • Preparing and distributing investor reports, mainly through Excel mail merges.


  • Supporting investor events and engagement projects alongside Marketing and Business Development teams.


  • Responding to investor queries promptly and accurately via phone and email.


  • Processing legal documents and conducting AML and KYC checks as needed.


  • Leading data reconciliation projects with external service providers.


  • Analysing stakeholder feedback and suggesting strategic improvements to enhance team efficiency.



The Successful Applicant

The ideal Client Services Associate candidate will be highly organised, detail-oriented, and comfortable working across multiple systems. They are working in financial services and possess strong communication skills, both written and verbal, and demonstrate confidence in engaging with investors and internal stakeholders. A proactive approach to problem-solving and a desire to contribute to process improvement will be key to success.

What's on Offer

The successful candidate will join a collaborative and dynamic team within a well-regarded investment firm based in the City of London. This role offers exposure to a broad range of business functions, professional development opportunities, and the chance to contribute meaningfully to client satisfaction and operational excellence.

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 - Banking / Securities
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