Associate Client Director - 12 Month FTC

M&G; Greater London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading savings and investment firm in Greater London is seeking a Client Service Support professional to manage client queries and assist in onboarding processes. The role involves collaboration with internal teams and proactive client management. Candidates should have a degree, client management experience, and strong analytical skills. The company offers competitive benefits, including a pension scheme, health coverage, and generous leave policies, promoting an inclusive culture.

Benefits

Pension scheme (18% total contributions)

38 days annual leave

Inspiring Families policy

Health & Protection cover

Qualifications

• Strong analytical and numerical skills.
• Ability to work to deadlines and prioritise.
• Proactive with a keen desire to develop as a client service professional.

Responsibilities

• Manage incoming client and consultant queries.
• Prepare/review client reports and responses.
• Assist with client onboarding and regulatory initiatives.
• Collaborate with internal teams to meet client requirements.

Skills

Investment management experience

Client management experience

Strong analytical skills

Excellent communication skills

Team player

Education

Degree

IMC completed or planning to take

Job description

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long‑term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.

The Role

The role is to support Client Directors and Distribution in servicing institutional clients across a range of strategies and geographies. This is a 12 month fixed‑term contract.

Key Responsibilities for this role

• Manage and deal effectively with the flow of incoming client and consultant queries and requests for information.
• Help to prepare/review client reports and responses to ad‑hoc requests from clients and consultants.
• Assist with client on‑boarding (mandates).
• Assist in implementation of any regulatory/industry change initiatives impacting our clients.
• Collaborate with internal teams to ensure client requirements are understood and met.
• Review RFPs/other documentation to ensure accuracy and suitability for our clients.
• Work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customer outcomes and a reduction in M&G’s operational risk.

Key Knowledge, Skills & Experience

• Investment management experience and interest in investment a plus.
• Client management experience.
• Strong analytical and numerical skills.
• Excellent written and verbal communication skills.
• Ability to work to deadlines and prioritise.
• Team player with the ability to develop good working relationships with colleagues and clients.
• Proactive with keen desire to develop as a client service professional.
• Degree and have completed the IMC or planning to take it.

What we offer

• As a savings and investments firm we are proud to offer a valuable pension scheme of 18 %, with 13 % made up of Employer Contributions and 5 % Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services.
• Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave – as supporting families is a core aspect of our inclusive culture.
• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options – for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G.

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee‑led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long‑term health conditions, disabilities, or neuro‑divergent conditions.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at [e-mail].