Client Services Associate

Michael Page (UK); City Of London; Hybrid; GBP 25,000 - 35,000; Full time

Job description

• Collaborative team providing opportunities for continuous learning
• Balance between office-based collaboration and remote work

About Our Client

The client is a growing investment manager that works with financial advisers, retail investors, nominees, banks, and high-net-worth individuals. They are based in the City of London and are seeking a Client Services Associate to join their expanding team.

Job Description

• Enquiry Management - Managing inbound calls and emails from clients, delivering exceptional customer service, and collaborating with colleagues and wider teams to provide accurate information.
• Client Communications - Ensuring client communications are produced, reviewed, and distributed with the highest level of care and accuracy.
• Change Management - Proactively identifying opportunities to improve processes and contributing to initiatives that enhance the client experience.
• Project Work - Participating in a range of projects alongside regular daily responsibilities.

The Successful Applicant

The ideal Client Services Associate candidate will have:

• A strong telephone manner with solid experience in client servicing within financial services.
• Excellent written English and strong attention to detail.
• A proactive, can-do attitude with a desire to learn and develop.
• The ability to build relationships and take an interest in the company's future direction.

What's on Offer

The role offers a supportive company culture where employee contributions are valued. Successful candidates will receive comprehensive training, performance recognition, and opportunities to participate in process improvements and enhance client service delivery.