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Client Service Associate

Page Personnel Finance
Job LocationLondon
EducationNot Mentioned
Salary£35,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The Client Service Associate presents an exciting and challenging client facing role within the Relationship Management team, situated in the London office.Client DetailsThe financial services client based in Londons west end, is a London based investment firm that provides execution-only, discretionary and advisory asset management services to retail and professional clients. They also offer a full range of family officeservices to eligible high net worth individuals.DescriptionThe main duties the Client Service Associate will have to carry out are as follows:

  • Close collaboration and provision of support to multiple Relationship Managers, servicing sophisticated HNWI & UHNWI client relationships
  • Daily contact with clients, being the first point of contact for any of their queries
  • Delivering and supporting RMs to deliver tailor made services and the offering to HNWI & UHNWI clients
  • Execution of transactions including complex account openings; and the execution of tasks and processes within the lifecycle of an account (e.g., KYC / ongoing DD / client reviews)
  • Payments initiation and call-backs & Transfer of Assets initiations
  • Placing trades
ProfileThe key requirements for the Client Service Associate are as follows:
  • Fluent in English; additional language skills are of advantage
  • Strong educational background is desirable
  • Computer skills, especially Microsoft Excel/Word
  • Excellent communication skills, sales and client service competencies
  • A team player with the highest professional work ethic and standards
  • Reliable with excellent interpersonal skills and the drive to work in a target driven and high performance culture
  • High level of personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies
Job Offer
  • A competitive salary and benefits scheme
  • The chance to progress into a relationship management role
  • The chance to be part of a hard working, conscientious and supportive team
Required skills
  • high net worth
  • wealth management
  • client service
  • asset transfers
  • relationship manager assistant
  • ultra high net worth individuals

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