Client Service Associate (Institutional)

Client Service Associate (Institutional)

I’m working exclusively with an international asset management firm who are hiring for the Institutional Client Service team in London. This opportunity is targeted at Associate level candidates with relevant experience managing a book of clients across the full client lifecycle within asset management.

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 recorded 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-oriented, with strong work ethic, able to prioritise and organise your time well.
• Knowledge of investment products and asset classes - IMC preferred.

William Blake Group is a market-leading Buy-side recruitment consultancy focusing on 3 vertical specialisms across EMEA:

• Asset Management Distribution
• Private Markets
• Buy-side Digital Solutions

Our goal is to be the pre-eminent Recruitment consultancy across the buy-side investment landscape.