Client Services Associate - 12 Month FTC

TN United Kingdom; London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Client Services Associate for a 12-month fixed-term contract in London. This role is perfect for someone passionate about delivering exceptional client service in a dynamic, supportive team. You'll be involved in various responsibilities, including data entry, client onboarding, and compliance tasks, all while enjoying a hybrid work model. The organization values growth and offers extensive training, making it an ideal opportunity for those eager to develop their skills in the financial services sector.

Qualifications

• Excellent client service skills with a focus on client needs.
• Prior experience in financial services is preferred but not essential.

Responsibilities

• Maintain system accuracy through data entry and client onboarding.
• Conduct compliance screenings and assist with cash settlements.

Skills

Client Service Skills

Data Entry

AML & KYC Compliance

Cash Management

Education

High School Diploma

Degree in Finance or Business

Job description

Client Services Associate - 12 Month FTC, London

Client:

Location: London, United Kingdom

Job Category: Customer Service

EU work permit required: Yes

Job Reference: 2313422c33ec

Job Views: 10

Posted: 28.04.2025

Expiry Date: 12.06.2025

Job Description:

Client Services Associate - FTC (Maternity Cover)

Are you passionate about delivering exceptional client service? Do you thrive in a supportive and dynamic team environment? Our client, a leading investment management firm, is seeking a Client Services Associate to join their team on a fixed-term contract.

Position Details:

• Title: Client Services Associate
• Contract: 12-month FTC (Maternity Cover)
• Location: London, with hybrid working (nearest stations: Euston, Warren St)

Our client values a client-focused approach and seeks a candidate with excellent service skills and a strong understanding of client needs. Prior financial services experience is preferred but not essential; a willingness to learn and grow in a fast-paced environment is crucial. The role involves a hybrid work model, comprehensive training, and ongoing professional development.

Responsibilities include:

• Data Entry: Maintaining system accuracy
• Client Onboarding & Transfer Agency: Processing applications and facilitating trades
• AML & KYC: Conducting screening for compliance
• Dealing & Settlement: Processing events and assisting with cash settlements
• Cash Management: Bank reconciliations
• Client & MI Reporting: Producing and distributing reports
• Client Communications: Ensuring accuracy and clarity
• Enquiry Management: Handling inbound calls/emails and resolving inquiries

Additional Information:

Join a supportive team that values contributions and encourages growth. The organisation offers extensive training, recognition of performance, and opportunities to contribute to process improvements. Office Angels is an equal opportunities employer committed to diversity and inclusion. If reasonable adjustments are needed, please inform us.