Client Associate

VWA (Victoria Wall Associates); City Of London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A prestigious investment firm in London is seeking a Client Associate to manage client relationships and administration tasks. The ideal candidate will have client-facing experience, excellent communication skills, and strong attention to detail. This role offers competitive salary and a hybrid working model, with 2 days from home. If you are dedicated to providing excellent service in financial services, apply today.

Benefits

Discretionary bonus

Hybrid working model

Qualifications

• Previous experience in a client-facing role, ideally with ultra-high and high net worth individuals.
• Highly professional communication, both written and verbal.
• Capable of working independently and as part of a team.

Responsibilities

• Act as first point of contact for clients, building relationships.
• Manage email and phone enquiries from clients.
• Administer the CRM system and produce client presentations.

Skills

Client-facing experience with high net worth individuals

Excellent communication skills

Attention to detail

Organisational skills

IT literacy - MS Office

Job description

5-CAFR/SD
Client Associate - Private Wealth
Competitive Salary
Victoria
Permanent
Hybrid Working - 2 days from home
9am - 5:30pm

The Client

A prestigious investment firm with approximately 250 in the London office and additional offices worldwide. The business has excellent staff retention and a fantastic track record of internal promotions and staff development!

The Role

This is a busy Client Associate role. Responsibilities will include (but are not limited to):

• Taking email and phone enquiries from clients, escalating where necessary
• Acting as first point of contact for clients; building and maintaining relationships
• Administration of the CRM system, including production of receipts, opening and closing client accounts and updating daily activity
• Producing client presentations
• Managing process of Quarterly Valuations - communications, collating reports, and scanning of client letters
• Administration - arranging client meetings, scanning and filing, inbox management
• Ad-hoc administration and support to the team and clients.

If successful in the role, there is potential that the business would support future study of the IMC.

Candidate Specification

• Previous experience in a client-facing role, ideally with ultra-high and high net worth individuals / families
• Excellent communication skills - highly professional and to the highest standard, both written and verbal
• Excellent attention to detail and organisational skills
• Capable of working as part of a team and independently
• Excellent IT literacy - MS Office in particular.

Additional Information

• Excellent competitive salary and benefits, including discretionary bonus
• The business offer a hybrid working model of 2 days from home
• Hours are 9am - 5:30pm.

If you are a service-driven professional looking to continue your career within financial services, please apply today!