Client Associate

Westgrove; City Of London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A prominent family office is seeking a Client Associate to support and manage client relationships effectively. The role involves client administrative tasks, regulatory compliance, and document preparation in a fast-paced environment. Ideal candidates will have a degree in Business, Finance, or Law and a minimum of 2 years of relevant professional experience. Strong analytical, communication, and organizational skills are essential, as well as proficiency in Microsoft Office. This position demands a proactive mindset with attention to detail.

Qualifications

• Minimum of 2 years professional experience, preferably in the financial services industry.
• Sound knowledge of regulatory and industry requirements preferred.
• Confidence in working across time zones.

Responsibilities

• Provide client administrative support, including bank account opening and property purchases.
• Prepare, proof-read and format business documents.
• Ensure regulatory compliance and address client related inquiries.

Skills

Proactivity

Strong analytical skills

Attention to detail

Exceptional communication skills

Education

Degree in Business, Finance, or Law

Tools

Microsoft Office

CRM systems

Job description

A Tier 1 Family Office are looking for a Client Associate to join their growing global team.

About Us

Westgrove was founded in 2012, by Partners with a Hedge Fund and Corporate Finance background. Our mission is to provide best-in-class Asset Management and Investment Banking services globally, to a select number of families and their corporates.

Job Description

This is an exceptional opportunity for a high calibre professional who thrives within a pressurised and fast-paced working environment, to work alongside senior management as part of a close-knit and collaborative team. This wide-ranging role is ideal for a self-starter individual with a strong work ethic, who enjoys a fluid working environment where no two days are the same.

Working closely with the Firm’s investment team under the direction of the Partners, a confident, proactive, and collaborative candidate is required with a flexible approach and strong interpersonal skills. Experience juggling a large workload and prioritising a high number of small but important tasks whilst remaining on the ball is key.

It is essential that they possess a firm grasp of the basics whilst also exhibiting meticulous attention to detail and dedication to the flawless delivery of all aspects of client services at the highest level; always willing to go the extra mile. With direct exposure to clients, they will be a natural ambassador taking great pride in their work, with thorough execution of tasks of all sizes with strict deadlines. Self-motivated, they must have strong follow-through skills and possess polished written and verbal communication, demonstrating emotional intelligence and conscientiousness.

Knowledge of financial services is highly desirable; however, a fast learner and solutions-driven candidate is equally advantageous.

Job Responsibilities

• Client Coverage – all aspects of client administrative support, including bank account opening, property purchases and financing, estate planning / structuring, post, travel and gifting requests, as well as varied ad-hoc project work. Oversight of client expenses. Liaison on all aspects relating to wealth management. Maintaining CRM systems.
• Secretarial Support – proof-reading, preparing and formatting business documents. Compiling client communication materials.
• Regulatory Compliance Support – offer regulatory compliance support, ensuring alignment with Financial Conduct Authority (FCA) rules and regulations, addressing client related enquiries.
• Project Management – monitoring workflows and pushing forward action points.
• All other ad-hoc administrative / operational duties, ranging from investment support to general errands.

Skills and Requirements

• Degree holder, preferably in Business, Finance, or Law from a reputable establishment.
• Minimum of 2 years professional experience (excluding internships etc); financial services industry preferred but not a must.
• Sound knowledge of regulatory and industry requirements preferred, alongside other jurisdictions.
• Proficient in Microsoft Office, in particular Microsoft Outlook.
• Proven ability of providing seamless support under pressure with strong analytical and problem-solving skills. Calm and composed.
• Proactivity: can multi-task, plan, prioritise and organise. Able to juggle a varied workload, meet deadlines, and plan ahead. Adaptable to change.
• Superb English, proof-reading skills, exceptional attention to detail whilst always maintaining the highest standards.
• Confidence in working across time zones.
• High degree of emotional intelligence alongside exceptional communication and interpersonal skills, both written and verbal.
• Desire to work in a collegiate and dynamic team, to be a true team player with a ‘roll up your sleeves’ attitude. Collaborative with a can-do mindset.
• Self-motivated and driven.