Client Services Associate | Leading Hedge Fund

JR United Kingdom; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading hedge fund is seeking a highly motivated Client Services Associate for their London office. This role involves serving institutional clients, supporting onboarding processes, and delivering analytical client reports. The successful candidate will have experience in a client service role and a strong academic background in finance or related disciplines.

Qualifications

• 3-6 years of experience in client service or investor relations.
• Strong academic background in relevant fields.
• High proficiency in Excel and familiarity with reporting platforms.

Responsibilities

• Serve as a primary point of contact for institutional clients.
• Support onboarding of new investors and prepare client reporting.
• Collaborate with compliance and legal teams to meet obligations.

Skills

Communication

Interpersonal skills

Organisational skills

Attention to detail

Proficiency in Excel

Education

Degree in Finance, Economics, Business, or related field

Tools

CRM tools

Tableau

Job description

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Client Services Associate | Leading Hedge Fund, london

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Client:

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

The Role:

Our Client is seeking a highly motivated and detail-oriented Client Services Associate to join our London office. This is a high-impact, client-facing role that sits at the intersection of investor relations, operations, and analytics. You will work closely with portfolio managers, legal, compliance, and operations teams to deliver exceptional service to our institutional clients.

Key Responsibilities:

• Serve as a primary point of contact for institutional clients and consultants
• Support the onboarding of new investors, including documentation and coordination with internal teams
• Prepare and deliver regular and ad hoc client reporting, performance analytics, and investment commentary
• Assist with due diligence requests and RFPs/RFIs
• Maintain and update CRM systems and investor records
• Monitor and resolve client inquiries in a timely, accurate, and professional manner
• Collaborate with compliance and legal to ensure regulatory and contractual obligations are met
• Coordinate logistics and materials for client meetings, roadshows, and events

Qualifications:

• 3-6 years of experience in a client service or investor relations role ideally within a Multi-Strategy Hedge Fund, however any Hedge Fund background will be considered.
• Strong academic background; degree in Finance, Economics, Business, or a related field
• Exceptional communication and interpersonal skills
• High proficiency in Excel; familiarity with CRM tools, Tableau, or other reporting platforms is a plus
• Strong organisational skills and a sharp attention to detail
• Ability to thrive in a fast-paced, high-performance environment
• Knowledge of hedge fund structures, performance metrics, and institutional client needs is advantageous