Client Services Associate

Core-Asset Consulting Ltd; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading asset management firm is seeking a client services professional for their Edinburgh team for a 6-month contract. The role involves client relationship management, ensuring high-quality service, and collaborating with internal teams. Ideal candidates will have experience in client services or similar financial roles, alongside strong organizational skills and attention to detail.

Qualifications

• Experience in client services, fund administration, or similar fields required.
• Strong Microsoft Office skills and ability to manage multiple tasks.
• Commitment to learning and improvement.

Responsibilities

• Manage post-sales client relationships and deliver high-quality service.
• Liaise with internal teams and third-party providers to meet client needs.
• Resolve client complaints and monitor progress on queries.

Skills

Client service experience

Proficiency with Microsoft Office

Problem-solving skills

Ability to manage multiple programs

Team collaboration

Attention to detail

Curiosity

Job description

Job Description:

Our client, a global asset management firm, is seeking a client services professional to join their Edinburgh team on an initial 6-month day rate contract.

Essential Skills/Experience:

• Experience in either client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support or similar fields.
• Demonstrated interest in the financial services/investment industry and a commitment to continuous learning, both independently and in team settings.
• Strong proficiency with Microsoft Office applications is essential, along with technical skills to efficiently manage multiple programs concurrently.
• Self-motivated with the ability to recognise when to escalate issues appropriately.Must be able to work collaboratively within a team and take on additional responsibilities as needed.
• Ability to evaluate process inefficiencies, identify and implement operational improvements, and resolve issues.Possesses innovative problem-solving skills and the capability to think and act quickly and creatively.
• Capable of meeting deadlines and working independently on client projects and queries.
• Passionate - feel personal ownership for their work and an aspiration to be better.
• Brave - are happiest outside of the comfort zone.
• Experimental - like to innovate and self-develop.
• Curious - like to learn new things and outsmart the problem.
• Open - value and respect input from others.

Core Responsibilities:

• Post-sales client relationship management, partnering with the Institutional Client Business teams and DC clients, through high quality client service with outstanding attention to detail.
• Understanding our clients' needs and liaising with internal teams and third-party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are delivered.
• Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners and senior team members.
• Escalating any client complaints in a timely and sensitive manner, in accordance with internal procedures and being a great partner to senior team members to mitigate the impact of dissatisfaction.
• Owning client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high professional quality.
• Supporting the onboarding of clients and client change activities, ensuring correct process and procedures are followed.
• Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which elevate the business, its products and our clients.
• Drive continuous improvement in service offering both internally and with external service providers such as custodian banks, depository banks and transfer agents.
• Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams.
• Working closely with senior team members in achieving seamless client service for their strategic clients.
• Occasionally required to lead on projects representing the client and the team.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16114

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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