Client Services Analyst [Cambridge]

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Client Services Analyst [Cambridge], Cambridge

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Client:

Mason Blake

Location:

Cambridge, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

10

Posted:

25.05.2025

Expiry Date:

09.07.2025

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Job Description:

We have recently partnered with a prestigious investment & wealth management firm seeking to hire excellent junior talent in their Cambridge office. This is a fantastic opportunity for a candidate early in their career to join a company with a well-established history of success in a hands-on, client-centric role.

Key responsibilities:

• Establish strong relationships with key internal stakeholders in the business to effectively deliver communications from clients.
• Manage the administration process of client lifecycles; ensuring internal guidelines and models are followed and opportunities for optimisation are identified and raised.
• Act as the first point of contact for clients, attending meetings and leading discussions on administrative matters.
• Produce client summaries for investment teams to help determine client suitability.

Candidate Profile:

• Detail-oriented, with meticulous time management and project management skills.
• Competent understanding of the investment and wealth management industry, including the products and services available and the regulatory environment in which these operate.
• Excellent academic record.
• Client-facing and managerial experience desirable.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunity employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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