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Investor Services Associate - Surrey or City of London based - £Exc

Our client focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active investment e.g., UK, European, US and global equity funds and they are seeking an Investor Services Associate. This role is offered on a hybrid working arrangement – minimum of three days in the office each week. When in the office, the role can be based in the City of London or our client’s Surrey office.

Roles & Responsibilities

  • Processing new business.

  • Servicing clients.

  • Managing TPA/TA/counterparty activities.

  • Undertaking all administrative duties e.g., opening and distributing post.

  • Monitoring receipt of stock and cash and associated reconciliations.

  • Maintaining client records.

  • Processing client money transactions.

Experience & Qualifications

  • Experience of working in investor/client services/IFA administration in a fund management, wealth management or customer/adviser facing role.

  • Team player with a positive, results orientated approach.

  • Excellent communication skills.

  • Strong organisational skills.

To hear more about this exciting opportunity, please contact Linda Tottem on 020 7847 8876 or email your CV to

Ref: LT750202

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.

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