Client Services and Dealing Associate

Michael Page; London Borough of Islington; On-site; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Bonus

Job summary

Michael Page is recruiting a Client Services and Dealing Associate in London. The role sits at the intersection of client servicing and investment operations, supporting both clients and investment professionals with day-to-day activity within a sophisticated investment management environment.

The ideal candidate has 18 months to 5 years' experience in client services, operations or investment support, with a 2:1 degree or above and strong knowledge of financial markets.

Qualifications

• 2:1 degree or above
• Strong knowledge of financial markets and investment products
• Excellent communication skills and confidence working with clients
• Exceptional attention to detail and organisational skills
• Proactive approach with an interest in longer-term career in investment management

Responsibilities

• Act as a point of contact for clients and respond to day-to-day queries and instructions
• Support investment professionals with client accounts and portfolio activity
• Process and oversee investment transactions through their lifecycle
• Liaise with custodians, brokers and other third-party providers
• Support client onboarding, account opening and ongoing KYC requirements
• Maintain accurate client and transaction records
• Investigate and resolve operational or settlement queries
• Work closely with investments, operations and compliance
• Provide a high level of service to a sophisticated client base

Skills

Client Services

Client Operations

Investment Operations

Wealth Management Operations

Investment Support

Dealing / Execution Support

Education

2:1 degree or above

Job description

Client Services and Dealing Associate:

This is a great opportunity for someone with some existing experience within client services, client operations, investment operations or investment support who is looking for a role offering greater responsibility, exposure and longer-term career development within investment management.

Client Details

A financial services organisation based in the city of London specialising in investments and financial services are looking to hire a Client Services and Dealing Associate.

Description

Client Services and Dealing Associate

Investment Management City of London

50,000 - 65,000 + Bonus, dependent on experience

An established investment management business is looking to hire a Client Operations Associate to join its London team.

This is a great opportunity for someone with some existing experience within client services, client operations, investment operations or investment support who is looking for a role offering greater responsibility, exposure and longer-term career development within investment management.

The position will sit at the intersection of client servicing and investment operations, supporting both clients and investment professionals with the day-to-day management of accounts and investment activity.

The role

Responsibilities will include:

• Acting as a point of contact for clients and responding to day-to-day queries and instructions.
• Supporting investment professionals with client accounts and portfolio activity.
• Processing and overseeing investment transactions through their lifecycle.
• Liaising with custodians, brokers and other third-party providers.
• Supporting client onboarding, account opening and ongoing KYC requirements.
• Maintaining accurate client and transaction records.
• Investigating and resolving operational or settlement queries.
• Working closely with colleagues across investments, operations and compliance.
• Providing a high level of service to a sophisticated client base.

The successful candidate will be someone who enjoys dealing with clients but also has the attention to detail and technical interest required to understand the operational side of investment management.

Profile

What we're looking for in the Client Services and Dealing Associate

We are interested in speaking to candidates with approximately 18 months to 5 years' experience within areas such as:

• Client Services
• Client Operations
• Investment Operations
• Wealth Management Operations
• Investment Support
• Dealing / Execution Support

You will ideally have gained your experience within an investment manager, wealth manager, private bank, asset manager or similar financial services environment.

You should also have:

• A strong academic background, with a 2:1 degree or above.
• Good knowledge of financial markets and investment products.
• Strong communication skills and confidence working with clients.
• Excellent attention to detail and organisational skills.
• A proactive approach and willingness to take ownership.An interest in developing a longer-term career within investment management.

Candidates who have already started, or are keen to pursue, a relevant professional qualification such as the IMC or CISI qualifications would be particularly attractive.

Job Offer

Why consider it?

This is a strong opportunity for someone who wants to move beyond a purely administrative position and build broader experience across client servicing, investment operations and the investment lifecycle.

The level can flex depending on experience, making it equally relevant to someone earlier in their career looking for their next step or someone with a few years' experience who is ready for greater responsibility.

Location: City of London

Salary: 50,000 - 65,000 + bonus, dependent on experience and qualifications