Client Services Manager, Investment Management

Client Service Manager – Investment Management

Location: Mayfair, London (Office-based, 5 days/week)

Salary: £28,000–£32,000 + Excellent Benefits + Social Perks

Start Date: Ideally Monday, 3rd June

Are you a confident and organised administrator with a degree and at least one year of client-facing experience in a corporate setting? Would you thrive in a prestigious Mayfair investment firm, supporting high-calibre professionals and liaising directly with valued clients? If so, this is a rare and exciting opportunity to become part of a high-performing, people-first business where you’ll make a real impact.

We are seeking a Client Service Manager to join the Portfolio Management team, supporting a group of successful and dynamic Investment Managers who work closely with High Net Worth Individuals (HNWIs). You’ll be the trusted first point of contact for established clients—handling calls and emails, preparing key documentation ahead of meetings, and ensuring every interaction is smooth, professional, and reflective of our gold-standard service ethos.

This is a fast-paced, highly visible role that combines client liaison, compliance, and team support in equal measure, perfect for someone who thrives on responsibility, takes initiative, and genuinely enjoys delivering exceptional service.

Client-Facing & Compliance:

• Serve as the first point of contact for HNWI clients and intermediaries.
• Manage client onboarding, Know Your Client (KYC), and suitability processes.
• Ensure all verification documentation is accurate and up to date.
• Work with Compliance and Operations teams to ensure full regulatory adherence.

Portfolio Manager & Team Support:

• Prepare detailed meeting packs and fund data ahead of client appointments.
• Run quarterly valuations and draft professional client correspondence.
• Manage diaries, book travel, and process expenses for Investment Managers.
• Handle payment instructions following necessary verification checks.

What We’re Looking For:

• Degree educated, with a minimum of 1 year’s experience in a client-facing administrative role within a corporate environment.
• Excellent communication skills—professional, confident, and proactive.
• High attention to detail, strong organisational skills, and the ability to prioritise.
• Proficient with Microsoft Office and CRM systems.
• A team player with a genuine passion for delivering outstanding client service.

What’s In It For You:

• Competitive salary of £28,000–£32,000, depending on experience
• Excellent benefits package and generous holiday allowance
• Sociable, vibrant working environment in a contemporary Mayfair office
• Clear opportunities for training, development, and career growth
• A supportive and high-achieving team where both clients and staff come first

If you\’re ready to take the next step in your client service career with a respected investment management firm, we’d love to hear from you.

Be the face of first-class service. Step into Mayfair and make your mark.

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