Client Service Associate

Partners Capital Investment Group; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Partners Capital Investment Group is seeking a diligent Operations Coordinator to support investment execution, client account management, and FX hedging across multiple client portfolios. You will work closely with Investment Principals and Partners, liaising with custodians, trustees, and fund administrators in a fast-paced environment.

The role emphasizes strong numerical and organizational skills, attention to detail, and the ability to handle multiple tasks with precision while ensuring

Qualifications

• Two years or equivalent experience in Financial Services.
• Strong numerical ability and comfort with numbers.

Responsibilities

• Coordinate investment execution activities with custodians, trustees and third-party administrators.
• Monitor and manage client accounts, ensuring accurate recording of transactions in in-house systems.
• Support with FX hedging and currency exposure tracking.
• Ensure compliance with data protection regulations and internal policies.

Skills

Attention to detail

Analytical thinking

Organisational skills

Multi-tasking

Communication skills

Education

Relevant qualification

Tools

Microsoft Excel

Microsoft Outlook

MS Office

Job description

We are looking for someone to help coordinate investment execution activities for a range of clients, and help build our operational processes and procedures, supporting the Investment Principals and the Partners who manage client relationships.

The candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. The role has a wide-ranging remit and involves working with both the broader Operations and Investment teams across all offices. The role is not client facing, all client relationships are managed by the Investment Principals and Partners, however strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, banks, brokers, and the Executive Assistants to HNWI clients whilst assisting with the management of our client’s portfolios.

The candidate should be hardworking and comfortable working in an extremely fast-paced environment. They must be able to interact with colleagues and third parties, prioritising and completing multiple tasks and meeting deadlines. The successful applicant should be ready for wide-ranging responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm’s continued success.

You will be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. You will ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Client Investment Execution

• Grasp a detailed understanding of the products our clients invest in, with specific attention paid toredemption requirements (incl. fund notice periods, gates, fees, lock up periods).
• Liaise with custodians, trustees and third-party administrators, to ensure investments are correctlytransacted and settled in an accurate and timely manner.
• Coordinate internal capital calls, ensuring that clients receive the call letters with adequate priornotification for them to make the required payments by the deadline, or instruct us to arrange thepayment from their custodian account.
• Ensure that authorisations to investment recommendations are obtained and all orders areimplemented in a timely manner whilst maintaining the necessary supporting documentation.
• Adhere to Partners Capital execution policy and procedures.

Client Account Management

• Monitor client’s cash and securities accounts by closely managing the relationships with their
• custodians, trustees or other third-parties.
• Liaise directly with representatives of clients (e.g. trustees, advisors) on issues relating to their account(s).
• Track client execution through to completion.
• Ensure all transactions are recorded accurately using our in-house systems.
• Adhere to all processes and procedures to ensure Partners Capital remain compliant with all regulatory requirements, and that we fulfil all our fiduciary requirements to our clients.
• Work with other team members preparing for client meetings and dealing with client queries.
• Respond to client calls and act as support to the Investment Principals and Partners in managing client relationships, where necessary.
• Ensure that regulatory and compliance rules are adhered to, especially around KYC/AML documentation.

FX Hedging

• Work with Principals/Senior Associates reviewing the currency exposure of client portfolios.
• Prepare detailed forward foreign exchange contract instructions as necessary to adjust and obtain the client’s required underlying currency exposure within their portfolios.
• Track currency execution to completion by comparing trade confirmations to internal systems.
• Monitor client currency exposures to ensure FX hedges remain effective on an on-going basis.
• Adhere to the Partners Capital foreign exchange hedging policies and procedures.

Candidate Profile

The ideal candidate will have strong quantitative skills and an active interest in investment and capital markets. A flexible, entrepreneurial approach and an appetite for challenge are essential qualities.
Candidates must:

• Have a relevant qualification and/or equivalent work experience.
• Have approximately two years, or equivalent, prior experience of working within Financial Services – internships will also be considered.
• Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook.
• Be an articulate self-starter with strong analytical and organisational skills.
• Be able to prioritise daily workloads whilst working efficiently and accurately under pressure.
• Be able to multi-task in a fast-paced investment environment.
• Demonstrate a high level of attention to detail and be very comfortable working with numbers.
• Have a high degree of integrity and professionalism and be a collaborative “team player”.
• Be comfortable receiving and providing feedback.

Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, strong benefits, and a flexible “results-focused” working model. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.