Associate Client Service Officer

Orlaroseassociates; Greater London; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Private medical insurance

Enhanced maternity and paternity policies

Access to online counselling services

Electric vehicle scheme

Job summary

A leading global provider of financial solutions seeks a dedicated professional for the Client Services – Post Onboarding Team in London. This role involves managing client accounts, overseeing payment transactions and queries, while maintaining high service standards. The ideal candidate has strong communication skills, is detail-oriented, and can handle multiple tasks efficiently. With a focus on long-term client relationships, this position offers excellent career development opportunities within a dynamic financial environment.

Qualifications

• Experience in client servicing is preferred, ideally in financial services.
• Strong organizational skills and ability to manage time effectively.
• Confident interaction with external stakeholders and excellent communication skills.

Responsibilities

• Manage client accounts and oversee payments.
• Handle client queries via email and phone.
• Support transaction processing and deal execution.
• Maintain strong relationships with clients and internal teams.
• Deliver demonstrations of payment portals and walkthroughs for clients
• Maintain strong relationships with Private Markets client base

Skills

Client servicing experience

Time management skills

Excellent written and verbal communication

Attention to detail

Problem-solving ability

Team-oriented mindset

Job description

Client Services – Post Onboarding Team
Location: London (with cross-jurisdictional collaboration)

About the Company

Our client is a leading global provider of financial solutions, supporting a wide range of respected organisations worldwide. Since launching in 2009, the business has built a reputation for redefining how companies manage their banking relationships and financial market risks.

Combining deep sector expertise with innovative technology, the firm helps organisations manage banking activities, payments, and financial risk more effectively and efficiently. Now part of a global, publicly listed financial services group, the organisation continues to grow while maintaining an entrepreneurial, client-focused culture.

The business is driven by talented people and offers strong career development opportunities within a high-growth environment.

The Opportunity

The Client Services team sits at the heart of the organisation. Acting as a central hub across multiple jurisdictions (including London and Malta), the team is responsible for:

• Managing client accounts
• Overseeing payments and deal-based transactions
• Driving client efficiency
• Maintaining high-quality service standards

This is a fast-paced and demanding environment. From day one, you will play an integral role in ensuring the department operates efficiently and accurately.

The role requires someone who can remain composed under pressure, manage multiple tasks simultaneously, and maintain exceptional attention to detail. As you develop in the role, you will take on increasing responsibility across client servicing, process improvement, and operational efficiency initiatives.

This position offers excellent exposure across front office, operations, and internal stakeholders, providing strong long-term career progression.

The Client Services – Post Onboarding Team

This team acts as the central point of contact for ongoing client account management after onboarding.

Responsibilities include:

• Managing payments solutions and account configurations
• Handling client queries via email and phone
• Supporting deal execution and transaction processing
• Providing walkthroughs and demonstrations of payment portals

The team prides itself on delivering a high-touch, relationship-led client experience. Maintaining strong, long-term client relationships is central to the role.

Key Responsibilities

• Participate in team meetings and share servicing insights
• Support the full client journey from transaction execution to ongoing account management
• Ensure processes and procedures are followed consistently
• Ensure payments are processed within agreed Service Level Agreements
• Manage a broad range of client queries across accounts
• Develop specialist knowledge in banking and payments
• Liaise with internal departments to resolve client issues
• Maintain strong relationships with Front Office teams pre- and post-sale
• Identify and suggest system and process improvements
• Contribute to business projects and initiatives
• Support Senior Officers with day-to-day team activities
• Deliver high-touch client service to a Private Markets client base

Skills & Experience

• Experience in client servicing (financial services experience preferred but not essential)
• Strong time management and organisational skills
• Excellent written and verbal communication skills
• Highly numerate and methodical with strong attention to detail
• Confident interacting with external stakeholders
• Proactive, diligent and adaptable
• Strong problem-solving ability
• Team-oriented mindset

What’s on Offer (UK)

• Private medical insurance (with family cover option)
• Enhanced maternity and paternity policies
• Access to online counselling services
• Electric vehicle scheme