Client Service Manager, Investment Management

ISE Partners Limited; London; On-site; GBP 28,000 - 32,000; Full time

Job summary

A prestigious investment management firm in Mayfair is seeking a Client Service Manager. The ideal candidate is a graduate with a Finance or Economics degree and at least one year of relevant experience. Responsibilities include managing client relationships, onboarding, and compliance processes. The role offers a salary of £28,000 - £32,000, excellent benefits, and a dynamic work environment.

Benefits

Career progression

Mentorship

Financial support for industry qualifications

Generous holiday allowance

Regular team events

Qualifications

• A degree in Finance, Economics or related field is required.
• At least one year of experience in investment operations, client service or administration.
• Demonstrable interest in investment and wealth management.

Responsibilities

• Act as the first point of contact for valued clients.
• Manage KYC, onboarding and suitability reviews.
• Prepare fund and valuation reports for client meetings.
• Support Investment Managers with meeting coordination.
• Ensure documentation accuracy and compliance.

Skills

Client service

Attention to detail

Communication

Organizational skills

Education

2:1 or First-Class degree in Finance or Economics

Job description

Graduate Opportunity: Client Service Manager – Investment Management
Location: Mayfair, London (Office-based, 5 days per week)
Salary: £28,000 – £32,000 + Excellent Benefits + Social Perks
Start Date: August 2025

Are you a bright, ambitious graduate with a degree in Finance, Economics or a related field? Have you completed internships or gained one year of experience in investment administration or financial services? If you're passionate about building a career in investment management and delivering exceptional client service, this role could be your ideal next step.

We’re working with a prestigious Mayfair-based investment management firm to find a high-potential Client Service Manager to support a team of talented Portfolio Managers. This is an outstanding opportunity for a future-focused graduate who thrives in a professional environment, has a keen interest in wealth management, and is hungry to learn, grow, and contribute.

The Role
You’ll be joining a high-performing team, supporting Investment Managers who work closely with High Net Worth Individuals (HNWIs). This role is both client-facing and operational. No two days will be the same. You’ll build trusted client relationships, help manage key compliance processes, and provide top-tier support to your team.

Your responsibilities will include:

• Acting as the first point of contact for valued clients and intermediaries
• Managing KYC, onboarding and suitability reviews
• Preparing detailed fund and valuation reports ahead of client meetings
• Supporting Investment Managers with diary management, meeting packs and travel
• Ensuring all documentation is accurate and meets compliance standards

What We’re Looking For

• A 2:1 or First-Class degree in Finance, Economics, or related discipline
• At least one year’s experience in investment operations, client service, or administration, internships or graduate schemes welcome
• Demonstrable interest in investment and wealth management, CISI study or similar is a plus
• A confident communicator with excellent interpersonal and organisational skills
• Meticulous attention to detail, integrity, and a proactive approach

What’s On Offer

• £28,000 – £32,000 depending on experience
• Career progression, mentorship, and financial support for industry qualifications
• A collaborative, social, and ambitious culture in the heart of Mayfair
• Excellent benefits, generous holiday allowance, and regular team events
• The chance to build a long-term career in a well-respected investment firm

This is a brilliant launchpad for a graduate ready to step into the world of investment management and make their mark.

Sound like you? Apply now and bring your passion for finance to life in one of London's most prestigious firms.