Institutional Client Service Associate

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

Job summary

An established industry player is seeking an Institutional Client Service Associate to join their dynamic team in London. This role offers a unique opportunity to manage a diverse portfolio of clients, ensuring exceptional service throughout the client lifecycle. You will engage with senior stakeholders, oversee onboarding processes, and maintain compliance with regulations. If you have a passion for client relations and a keen understanding of investment products, this position is perfect for you. Join a forward-thinking firm that values your contributions and fosters professional growth.

Qualifications

• 2-5 years of experience in institutional client service within asset management.
• Strong communication and time management skills are essential.

Responsibilities

• Manage a portfolio of clients, serving as their primary contact.
• Collaborate with teams to deliver customized reports and client questionnaires.

Skills

Institutional client service experience

Excellent communication skills

Attention to detail

Knowledge of investment products

Time management skills

Education

IMC certification

Tools

CRM system

Job description

Institutional Client Service Associate, London

This role is with an international asset management firm, hiring for their Institutional Client Service team in London. The position is suitable for Associate level candidates with relevant experience managing a client portfolio across the full client lifecycle within asset management.

Responsibilities include:

• Managing an assigned portfolio of existing clients, serving as their primary contact for Relationship Management, Onboarding, and AML/KYC procedures.
• Responding proactively to client inquiries regarding performance, fund strategies, and fees.
• Collaborating with relevant teams to deliver customized reports and client questionnaires.
• Participating in or hosting client update meetings and due diligence visits.
• Accurately recording all client servicing activities in the CRM system.
• Overseeing the onboarding process for new clients.
• Maintaining compliance with AML/KYC regulations.

Skills and Experience Required:

• 2-5 years of institutional client service experience within asset management.
• Excellent communication skills, with confidence in engaging with senior stakeholders and international clients.
• Attention to detail, strong work ethic, and effective time management skills.
• Knowledge of investment products; IMC certification preferred.