Client Associate

5-Client/SD
Client Associate - Private Wealth
Competitive Salary
Victoria
Permanent
Hybrid Working - 2 days from home
9am - 5:30pm

The Client:

A prestigious investment firm with around 250 in the London office and additional offices worldwide. The business has excellent staff retention and a fantastic track record of internal promotions and staff development!

The Role:

This is a busy Client Associate role, which will involve working closely with an investment team of 2 Directors and an Associate to provide excellent customer service and administrative support to an extensive client base. Responsibilities will include (but are not limited to):

• Taking email and phone enquiries from clients, escalating where necessary
• Acting as first point of contact for clients; building and maintaining relationships
• Administration of the CRM system, including production of receipts, opening and closing client accounts and updating daily activity
• Producing client presentations
• Managing process of Quarterly Valuations - communications, collating reports, and scanning of client letters
• Administration - arranging client meetings, scanning and filing, inbox management
• Ad-hoc administration and support to the team and clients.

If successful in the role, there is potential that the business would support future study of the IMC.

Candidate Specification:

• No prior experience or understanding of finance / investments is required for this role, but an eagerness to learn is key!
• Previous experience in a client-facing role, dealing with ultra-high and high net worth individuals / families
• Excellent communication skills - highly professional and to the highest standard, both written and verbal
• Excellent attention to detail and organisational skills
• Capable of working as part of a team and independently
• Excellent IT literacy - MS Office in particular.

Additional Information:

• Excellent competitive salary and benefits, including discretionary bonus
• The business offer a hybrid working model of 2 days from home
• Hours are 9am - 5:30pm.

If you are are a service-driven professional looking to begin a career within financial services, please apply today!