Client Service Manager, Investment Management

ISE RECRUITMENT; London; On-site; GBP 150,000 - 200,000; Full time

Job summary

A leading investment management firm in London is seeking a Client Service Manager to support their Portfolio Management team. The ideal candidate will have a degree and at least one year of client-facing experience. Responsibilities include managing client onboarding, preparing meeting documentation, and ensuring compliance. This role offers a competitive salary, excellent benefits, and opportunities for career growth in a vibrant working environment.

Benefits

Competitive salary

Generous holiday allowance

Training and development opportunities

Vibrant working environment

Supportive team atmosphere

Qualifications

• Minimum 1 year’s experience in a client-facing administrative role.
• Strong communication skills, proactive attitude, and attention to detail.

Responsibilities

• Serve as first point of contact for HNWI clients.
• Manage client onboarding and documentation.
• Prepare meeting packs and correspondence for client appointments.

Skills

Excellent communication skills

Attention to detail

Organizational skills

Proficiency with Microsoft Office and CRM systems

Education

Degree educated

Job description

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Client Service Manager, Investment Management, London

Job details:

• Client: ISE RECRUITMENT
• Location: London, United Kingdom
• Job Category: Other
• EU work permit required: Yes
• Job Reference: ab722eb8c65e
• Job Views: 6
• Posted: 12.08.2025
• Expiry Date: 26.09.2025

Job Description:

Client Service Manager – Investment Management

Location: Mayfair, London (Office-based, 5 days/week)

Salary: £, – £, + Excellent Benefits + Social Perks

Start Date: Ideally August 5

Are you a confident and organised administrator with a degree and at least one year of client-facing experience in a corporate setting? Would you thrive in a prestigious Mayfair investment firm, supporting high-calibre professionals and liaising directly with valued clients? If so, this is a rare and exciting opportunity to become part of a high-performing, people-first business where you’ll make a real impact.

We are seeking a Client Service Manager to join a Portfolio Management team, supporting a group of successful and dynamic Investment Managers who work closely with High Net Worth Individuals (HNWIs). You’ll be a trusted first point of contact for established clients: handling calls and emails, preparing key documentation ahead of meetings, and ensuring every interaction is smooth, professional, and reflective of our gold-standard service ethos.

This is a fast-paced, highly visible role that combines client liaison, compliance, and team support in equal measure, perfect for someone who thrives on responsibility, takes initiative, and genuinely enjoys delivering exceptional service.

Client-Facing & Compliance:

• Serve as the first point of contact for HNWI clients and intermediaries.
• Manage client onboarding, Know Your Client (KYC), and suitability processes.
• Ensure all verification documentation is accurate and up to date.
• Work with Compliance and Operations teams to ensure full regulatory adherence.

Portfolio Manager & Team Support:

• Prepare detailed meeting packs and fund data ahead of client appointments.
• Run quarterly valuations and draft professional client correspondence.
• Manage diaries, book travel, and process expenses for Investment Managers.
• Handle payment instructions following necessary verification checks.

What We’re Looking For:

• Degree educated, with a minimum of 1 year’s experience in a client-facing administrative role within a corporate environment.
• Excellent communication skills—professional, confident, and proactive.
• High attention to detail, strong organisational skills, and ability to prioritise.
• Proficient with Microsoft Office and CRM systems.
• A team player with a genuine passion for delivering outstanding client service.

What’s In It For You:

• Competitive salary of £, – £,, dependent on experience
• Excellent benefits package and generous holiday allowance
• Sociable, vibrant working environment in a contemporary Mayfair office
• Clear opportunities for training, development, and career growth
• A supportive and high-achieving team where both clients and staff come first

If you're ready to take the next step in your client service career within a respected investment management firm, we’d love to hear from you. Be the face of first-class service. Step into Mayfair and make your mark.