Client Services Associate

JR United Kingdom; Bath; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading investment management firm is seeking an Institutional Client Service Associate for a one-year contract. This role involves supporting high-value institutional clients through onboarding and administrative tasks, managing client queries, and collaborating with internal teams to enhance service delivery.

Qualifications

• 1-5 years of relevant experience in institutional client operations.
• Experience dealing with equities and fixed income products.
• Positive and enthusiastic attitude towards client servicing.

Responsibilities

• Support client onboarding and administration including trade requests.
• Manage client queries and reporting needs across various cycles.
• Coordinate with relationship managers to ensure service delivery.

Skills

Client servicing

Collaboration

Detail-oriented

Job description

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Join a leading investment management firm as an Institutional Client Service Associate, on a one-year contract, supporting high-value institutional clients. This is a great opportunity for a detail-oriented professional looking to make an impact in a growing and successful asset manager.

Key Responsibilities:

• Support client onboarding and account administration (e.g. trade requests, invoicing, data management)
• Manage client queries and reporting needs across monthly, quarterly, and ad-hoc cycles
• Act as the primary operational contact for institutional separate accounts
• Coordinate with Relationship Managers and internal teams to ensure smooth service delivery
• Client onboarding
• Build strong relationships with clients, consultants, custodians, and auditors
• Contribute to process improvements and internal policy updates
• Collaborate on cross-functional projects with sales, portfolio, and operations teams

Requirements:

• Institutional client operations experience is a requirement, having covered SMAs.
• Ideally between 1-5 years relevant experience.
• Immediately available or one month notice period maximum
• Preferably having covered equities and fixed income products
• Must be positive, enthusiastic and passionate about client servicing.
• Strong collaboration and team focus

Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.