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- Tasks: Support high-profile clients and manage client onboarding in a fast-paced investment firm.
- Company: Join a prestigious investment management firm located in vibrant Mayfair, London.
- Benefits: Enjoy a competitive salary, excellent benefits, and a sociable working environment.
- Why this job: Make a real impact while working with dynamic professionals and high-net-worth individuals.
- Qualifications: Degree educated with at least one year of client-facing experience required.
- Other info: This is an office-based role, requiring presence five days a week.
The predicted salary is between 24000 - 28800 £ per year.
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.
Client Services Manager, Investment Management employer: ISE Partners Limited
Contact Detail:
ISE Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager, Investment Management
✨Tip Number 1
Familiarise yourself with the investment management industry, especially focusing on high net worth individuals (HNWIs). Understanding their needs and expectations will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the investment management sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at firms like ours.
✨Tip Number 3
Prepare to discuss your previous client-facing experiences in detail. Be ready to share specific examples of how you've delivered exceptional service and handled challenging situations effectively.
✨Tip Number 4
Showcase your organisational skills by preparing a mock meeting pack or client correspondence. This will demonstrate your attention to detail and proactive approach, which are crucial for the role.
We think you need these skills to ace Client Services Manager, Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in client-facing roles, particularly in corporate settings. Emphasise your organisational skills and any specific achievements that demonstrate your ability to deliver exceptional service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of the investment management industry. Mention your degree and how your previous experience aligns with the responsibilities of the Client Services Manager role.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as attention to detail, communication skills, and proficiency with Microsoft Office and CRM systems. Provide examples of how you've successfully used these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at ISE Partners Limited
✨Showcase Your Client-Facing Experience
Be prepared to discuss your previous roles where you interacted with clients. Highlight specific examples of how you managed client relationships and resolved issues, as this will demonstrate your ability to thrive in a client service role.
✨Demonstrate Attention to Detail
Since the role requires high attention to detail, be ready to provide examples of how you've ensured accuracy in documentation or processes in your past positions. This could include managing KYC processes or preparing meeting packs.
✨Familiarise Yourself with Compliance Standards
Research the compliance requirements relevant to investment management. Being knowledgeable about KYC and regulatory adherence will show that you understand the importance of these processes in the role.
✨Exhibit Strong Communication Skills
Practice articulating your thoughts clearly and confidently. Since you'll be liaising with high-net-worth individuals, showcasing your professional communication style during the interview is crucial.
