Client Service Associate (Real Assets)

JR United Kingdom; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Client Service Associate to join their dynamic team in London. This role is ideal for an individual with 2-5 years of experience in institutional client service within asset management. You will manage client relationships, respond to queries, and ensure compliance with regulations. This opportunity offers a chance to work with a specialist firm in real assets investment, where your skills in communication and detail orientation will be invaluable. If you are looking to advance your career in a supportive environment, this position could be the perfect fit for you.

Qualifications

• 2-5 years of experience in client service within asset management.
• Strong work ethic and ability to prioritize tasks effectively.

Responsibilities

• Manage assigned clients and act as their service contact.
• Respond to client queries on performance and fund strategy.
• Ensure compliance with AML/KYC processes.

Skills

Institutional client service experience

Excellent communication skills

Detail-oriented

Knowledge of investment products

IMC certification

Tools

CRM software

Job description

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Client Service Associate (Real Assets), London

Client: William Blake Group

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

2

Posted:

02.05.2025

Expiry Date:

16.06.2025

Job Description:

I’m working exclusively with a specialist real assets investment firm that covers public and private market strategies. They are hiring for an Associate to join the Client Service team in London. This opportunity is suitable for an individual with 2-5 years of post-graduate experience in a similar role within asset management.

Responsibilities will include:

• Managing an assigned book of existing clients and acting as their daily service contact for relationship management and onboarding tasks.
• Proactively responding to client queries on topics such as performance, fund strategy, and fees.
• Delivering bespoke reports and client questionnaires in collaboration with relevant teams across the business.
• Attending/hosting client update meetings and due diligence visits.
• Ensuring all client servicing activity is accurately recorded on the CRM.
• Managing the onboarding process of new clients.
• Ensuring continued compliance with AML/KYC processes.

Skills required:

• 2-5 years of institutional client service experience within asset management.
• Experience in real assets is not required but an interest in alternatives is preferred.
• Excellent communication skills, confident in dealing with senior stakeholders and international clients.
• Detail-oriented, with a strong work ethic, able to prioritize and organize your time effectively.
• Knowledge of investment products - IMC preferred.