Client Service Associate - Ref: RC10242
Due to continued growth an exciting opportunity has arisen within this highly regarded investment office for a junior Client Services professional to join their Operation team supporting a variety of clients.
Roles & Responsibilities
Support senior members of the team with operational client responsibilities.
Monitor client’s cash and securities accounts by closely managing the relationships with their custodians, trustees or other third-parties.
Liaise directly with representatives of clients (e.g. trustees, advisors) on issues relating to their account(s).
Track client execution through to completion
Liaise with custodians, trustees and third-party administrators, to ensure investments are correctly transacted and settled in an accurate and timely manner
Grasp a detailed understanding of the products our clients invest in
Ensure all transactions are recorded accurately using our in-house systems
Work with Principals/Senior Associates reviewing the currency exposure of client portfolios
Assist with the collection of client valuation data and with the entry of key data information.
Experience & Qualifications
Have an excellent academic record, having graduated from a reputable university with a 1:1 or 2:1 degree, as well as strong A' Levels (Maths/ Economics is preferred but not essential).
Have prior experience of working within Financial Services, even at internship level.
Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook.
Be an articulate self-starter with strong analytical and organisational skills.
Be able to prioritise daily workloads whilst working efficiently and accurately under pressure.
Demonstrate a high level of attention to detail and be very comfortable working with numbers.
To hear more about this challenging opportunity, please contact Rob Cook on 020 7847 8870 or email your CV to
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.