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- Tasks: Support high-value institutional clients with onboarding, account management, and queries.
- Company: Join a leading investment management firm known for its growth and success.
- Benefits: Enjoy a one-year contract with opportunities for professional development and collaboration.
- Why this job: Make an impact in client services while building strong relationships in a dynamic environment.
- Qualifications: 1-5 years of experience in institutional client operations, preferably with equities and fixed income.
- Other info: We prioritise equity and fairness in our recruitment process; accessibility is key.
The predicted salary is between 28800 - 48000 £ per year.
Join a leading investment management firm as an Institutional Client Service Associate, on a one-year contract, supporting high-value institutional clients. This is a great opportunity for a detail-oriented professional looking to make an impact in a growing and successful asset manager.
Key Responsibilities:
- Support client onboarding and account administration (e.g. trade requests, invoicing, data management)
- Manage client queries and reporting needs across monthly, quarterly, and ad-hoc cycles
- Act as the primary operational contact for institutional separate accounts
- Coordinate with Relationship Managers and internal teams to ensure smooth service delivery
- Build strong relationships with clients, consultants, custodians, and auditors
- Contribute to process improvements and internal policy updates
- Collaborate on cross-functional projects with sales, portfolio, and operations teams
Requirements:
- Institutional client operations experience is a requirement, having covered SMAs. Ideally between 1-5 years relevant experience.
- Immediately available or one month notice period maximum
- Preferably having covered equities and fixed income products
- Must be positive, enthusiastic and passionate about client servicing.
- Strong collaboration and team focus
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria. At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.
Client Services Associate (, , United Kingdom) employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate (, , United Kingdom)
✨Tip Number 1
Familiarise yourself with the specific institutional client operations and the types of products you'll be dealing with, such as equities and fixed income. This knowledge will help you speak confidently about your experience and how it aligns with the role.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who work in client services. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client queries and contributed to process improvements in your previous roles. Highlighting these experiences will demonstrate your capability and enthusiasm for client servicing.
✨Tip Number 4
Showcase your collaborative skills by discussing any cross-functional projects you've been involved in. This will illustrate your ability to work effectively with various teams, which is crucial for this position.
We think you need these skills to ace Client Services Associate (, , United Kingdom)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in institutional client operations, particularly with separate managed accounts (SMAs). Emphasise any work you've done with equities and fixed income products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for client servicing. Mention specific examples of how you've successfully managed client queries or contributed to process improvements in previous roles.
Highlight Team Collaboration: In your application, emphasise your ability to work collaboratively with various teams. Provide examples of cross-functional projects you've been involved in, especially those that required coordination with sales, portfolio, and operations teams.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial for this role.
How to prepare for a job interview at Leverton Search
✨Know Your Client Services
Familiarise yourself with the key responsibilities of a Client Services Associate. Be prepared to discuss your experience in client onboarding, account administration, and managing queries. Highlight specific examples where you've successfully supported institutional clients.
✨Demonstrate Your Detail Orientation
Since this role requires a detail-oriented professional, be ready to showcase your attention to detail. Discuss how you manage data accurately and ensure that all client requests are handled meticulously, especially in areas like invoicing and reporting.
✨Showcase Your Team Collaboration Skills
This position involves working closely with Relationship Managers and various internal teams. Prepare to share examples of how you've effectively collaborated on projects in the past, emphasising your ability to work well within a team environment.
✨Express Your Passion for Client Service
The firm is looking for someone who is enthusiastic about client servicing. Convey your passion during the interview by discussing what motivates you to provide excellent service and how you build strong relationships with clients and stakeholders.
