Client Success Associate – DC Investments

JR United Kingdom; Liverpool; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading firm is seeking a Client Success Associate in Liverpool to provide exceptional client service and insight into investment management. This role involves managing client relationships, ensuring service delivery, and supporting senior team members. Ideal for individuals with a proactive mindset and experience in client services within an institutional context.

Qualifications

• Experience in client service, operations, or investment management.
• Strong client-first mindset with ability to manage multiple tasks.

Responsibilities

• Act as a post-sales relationship manager, ensuring high service standards.
• Manage timely delivery of client materials and resolve operational requests.
• Contribute to projects enhancing service and business growth.

Skills

Excellent communication skills

Attention to detail

Organizational abilities

Proactive problem-solving

Job description

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Client Success Associate – DC Investments, liverpool

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Client:

Location:

liverpool, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Are you passionate about delivering exceptional client service and keen to develop your understanding of investment management and Defined Contribution (DC) retirement solutions?

Eden Scott’s client is seeking a Client Success Associate – DC Investments to join their team on a 12-month day rate contract, based in Edinburgh. This is a fantastic opportunity to work at the heart of our investment business, supporting key institutional clients and gaining insight into a dynamic and evolving sector.

Key Responsibilities:

• Act as a post-sales relationship manager, partnering with internal Institutional Client Business teams and DC clients to deliver a high standard of service.
• Understand client needs and ensure services are delivered in line with agreed arrangements, coordinating with internal teams and third-party providers.
• Manage the timely and accurate delivery of client materials including reporting, invoices, pricing data, and more.
• Handle and resolve new operational client requests, escalating complex matters to internal stakeholders as needed.
• Own client queries from start to finish—delegate, monitor progress, and ensure high-quality, timely responses.
• Support senior team members in delivering seamless service to strategic clients.
• Log and escalate client complaints appropriately, following internal protocols and helping to mitigate client dissatisfaction.
• Assist with client onboarding and change activity, ensuring compliance with internal procedures.
• Identify and drive continuous improvement in service delivery, collaborating with internal teams and external service providers.
• Contribute to or occasionally lead project initiatives to enhance service, efficiency, and business growth.

Person Specification

• Experience in client service, operations, or investment management (ideally within a DC pensions or institutional context).
• Excellent communication skills with a client-first mindset.
• Strong attention to detail and organisational abilities.
• Ability to work cross-functionally, manage multiple tasks, and deliver in a fast-paced environment.
• Proactive approach to problem-solving and continuous improvement.

This is a unique opportunity to work alongside senior professionals and deepen your expertise in DC solutions while making a real impact on client outcomes. If you're a team player with a proactive mindset and a passion for delivering excellence, we’d love to hear from you.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at [emailprotected] and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.