Client Services Associate - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 35,000 - 42,000; Full time

Job summary

A leading company in the financial sector is seeking a Client Services Associate to join their London team. The role involves supporting the delivery of high-quality service to clients and managing transactional data, requiring strong attention to detail and communication skills.

Qualifications

• Excellent communication skills required.
• Meticulous attention to detail imperative.
• Ability to work under pressure and tight deadlines essential.

Responsibilities

• Deputise for the Client and Investment Administration Manager.
• Monitor cash balances of client investments.
• Assist in preparation of tax packs for clients.

Skills

Communication skills

Discretion and integrity

Attention to detail

Planning and organisational skills

Business and commercial awareness

Tools

Excel

Adviser Office

Job description

Type of Position: Client Services Associate - London
Pay: £35k - £42k

Client Services Associate - London

We have an exciting opportunity for an individual to fill a Client Services Associate role in London.

Job purpose:

• To deputise for the Client and Investment Administration Manager.

• To support the company in delivering a high quality, independent service to clients.

• To adhere to the ethos, culture and purpose of the Company

• Excellent communication skills

• Discretion and integrity

• Drive and determination

• Meticulous attention to detail

• Ability to work under pressure and to tight timescales

• Team player and able to work under own initiative

• Planning and organisational skills

• Business and commercial awareness

• Broad knowledge of Adviser Office (desirable though not essential)

• Working knowledge of Excel spreadsheets

Specific tasks / responsibilities

• Placing of transactions with platforms

• Recording and monitoring of transactional data.

• Monitoring of cash balances of client investments.

• Maintenance of Implementation Spreadsheet and production of transaction summaries.

• Assistance in ensuring data on Adviser Office and investment provider websites is accurate and up-to-date.

• Assistance in preparation of tax packs for all clients.

• Deputising for Client and Investment Administration Manager in his absence.

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .