Client Services Associate

Our client, a highly regarded Investment boutique is looking to add to their Client Service function by hiring a bright, highly educated and driven individual to support the Investment Principles and Partners who manage Client Relationships.

Roles & Responsibilities

  • Coordinate investment execution activities for a range of clients, and help build our operational processes and procedures.

  • You will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. The role has a wide-ranging remit and involves working with both the broader Operations and Investment teams across all offices. 

  • Liaise with custodians, trustees and third-party administrators, to ensure investments are correctly transacted and settled in an accurate and timely manner.

  • Coordinate internal capital calls, ensuring that clients receive the call letters with adequate prior notification for them to make the required payments by the deadline, or instruct us to arrange the payment from their custodian account.

  • Ensure that authorisations to investment recommendations are obtained and all orders are implemented in a timely manner whilst maintaining the necessary supporting documentation

  • Liaise directly with representatives of clients (e.g. trustees, advisors) on issues relating to their account(s).

  • Regularly update client balance sheets and review holdings versus asset allocation targets.

  • Monitor client currency exposures to ensure FX hedges remain effective on an on-going basis.

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. 

  • Be able to multi-task in a fast-paced investment environment.

  • Demonstrate a high level of attention to detail and be very comfortable working with numbers.

To hear more about this challenging opportunity, please contact Alex Brown on 020 7847 8878 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.




020 7847 8888

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