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- Tasks: Be the first point of contact for high-profile clients and manage their onboarding.
- Company: Join a prestigious investment firm located in vibrant Mayfair, London.
- Benefits: Enjoy a competitive salary, excellent benefits, and generous holiday allowance.
- Why this job: Make a real impact in a supportive team while delivering exceptional client service.
- Qualifications: Degree educated with at least one year of client-facing experience required.
- Other info: This is an office-based role, five days a week, starting ideally on 3rd June.
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 a Portfolio Management team, supporting a group of successful and dynamic Investment Managers who work closely with High Net Worth Individuals (HNWIs). You’ll be a 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 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, dependent 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 within 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 StudySmarter.
✨Tip Number 3
Prepare to discuss your previous client-facing experiences in detail. Be ready to share specific examples of how you've handled challenging situations or provided exceptional service to clients.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage multiple tasks and priorities. This role requires a high level of organisation, so demonstrating your ability to juggle responsibilities will be key.
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 client-facing experience and administrative skills. Use specific examples that demonstrate your ability to manage client relationships and support teams effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of the investment management sector. Mention how your skills align with the job requirements and express your enthusiasm for working in a prestigious firm.
Highlight Relevant Experience: In your application, emphasise any experience you have with compliance processes, KYC, or working with high net worth individuals. This will show that you understand the specific demands of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at ISE Partners Limited
✨Showcase Your Client-Facing Experience
Make sure to highlight your previous client-facing roles during the interview. Discuss specific examples where you successfully managed client relationships, as this will demonstrate your ability to thrive in a client-centric environment.
✨Demonstrate Organisational Skills
Since the role requires strong organisational abilities, prepare to discuss how you manage multiple tasks and priorities. You could share examples of how you've effectively organised meetings or handled complex schedules in past positions.
✨Familiarise Yourself with Compliance Processes
Understanding compliance is crucial for this position. Brush up on KYC and suitability processes, and be ready to discuss how you would ensure regulatory adherence in your role. This shows that you are proactive and knowledgeable about industry standards.
✨Prepare Questions for Your Interviewers
Having thoughtful questions prepared can set you apart from other candidates. Ask about the team dynamics, the company's approach to client service, or opportunities for professional development. This shows your genuine interest in the role and the company.
