Associate Client Service Specialist

ZipRecruiter; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in asset management is seeking a Client Service Manager to oversee an assigned book of clients. The role involves managing client relationships, onboarding new clients, and ensuring compliance with AML/KYC processes. Ideal candidates will have 2-5 years of experience, excellent communication skills, and a strong understanding of investment products.

Qualifications

• 2-5 years institutional client service experience within asset management.
• Excellent communication skills, confident dealing with senior stakeholders and international clients.
• Detail oriented, with strong work ethic, able to prioritize and organize your time well.

Responsibilities

• Responsible for an assigned book of existing clients and operate as their daily service contact.
• Proactively coordinate responses to client queries on performance, fund strategy, and fees.
• Manage the onboarding process of new clients and ensure compliance with AML/KYC processes.

Skills

Communication

Detail oriented

Organizational skills

Knowledge of investment products

Job description

Job Description

Responsibilities will include:

• You will be responsible for an assigned book of existing clients and operate as their daily service contact for Relationship Management, Onboarding and AML/KYC tasks.
• Proactively coordinate responses to client queries on topics such as performance, fund strategy and fees.
• Deliver bespoke reports and client questionnaires in collaboration with relevant teams across the business.
• Attend/host client update meetings and due diligence visits.
• Ensure that all client servicing activity is record accurately on the CRM.
• Manage the onboarding process of new clients.
• Ensure continued compliance with AML/KYC processes.

Skills required:

• 2-5 years institutional client service experience within asset management.
• Excellent communication skills, confident dealing with senior stakeholders and international clients.
• Detail orientated, with strong work ethic, able to prioritise and organise your time well.
• Knowledge of investment products and asset classes - IMC