Client Service Analyst (FTC)

William Blake Group; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment management firm in London seeks a Junior Client Services professional. The role involves supporting a global institutional client base, recording client information in the CRM system, and assisting with new client service tools. This 12-month fixed term contract is ideal for recent graduates or those returning from travel. Strong numeracy, interpersonal skills, and a passion for financial markets are essential for success in this position.

Qualifications

• 1-3 years of relevant client support / reporting experience within asset management.
• Prior coverage of institutional clients is essential.
• Passion for financial markets.

Responsibilities

• Provide support to the firm’s global institutional client base.
• Record client information using the internal CRM system.
• Support with the implementation of new client service tools.

Skills

Strong numeracy and literacy skills

Good interpersonal skills

Ability to work to deadlines

Education

Bachelor’s degree with strong academic credentials

Tools

CRM system

Job description

We are working with an alternative investment manager who are looking to add a junior to their Client Services team in London. This is a 12-month fixed term contract with a January or early February start. Ideal for recent graduates with relevant placement experience, individuals finishing up another contract or those returning from travelling.

Responsibilities

• Provide support to the firm’s global institutional client base.
• Record client information using the internal CRM system, acting as the primary liaison for client queries.
• Support with the implementation of new client service tools and collaborate on AI-driven process enhancements.
• Deliver regular client reports and data analysis.

Requirements

• Bachelor’s degree with strong academic credentials.
• 1-3 years of relevant client support / reporting experience within asset management.
• Prior coverage of institutional clients is essential.
• Strong numeracy and literacy skills with high attention to detail.
• Good interpersonal skills.
• Passion for financial markets.
• Ability to work to deadlines and project manage different tasks.
• Need to be available for an immediate start in Jan / Feb.