Investor Relations & Client Success Associate in London

Investor Relations & Client Success Associate in London

London Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
Job Search Place Limited

At a Glance

  • Tasks: Manage client engagement and support investor onboarding for a dynamic sales team.
  • Company: Reputable Wealth Management firm in Greater London with a focus on client success.
  • Benefits: Exciting career growth opportunities within a supportive team environment.
  • Why this job: Join a leading firm and make a real impact in client relations and investment success.
  • Qualifications: Over 2 years of customer service experience in Financial Services and knowledge of retail investment products.

The predicted salary is between 35000 - 45000 Β£ per year.

Job Search Place Limited, located in Greater London, is seeking a Client Services Associate to enhance their team. The successful candidate will manage client engagement and investor onboarding, supporting the Sales team with essential fund performance updates.

The role requires over 2 years of experience in customer service within Financial Services and a foundational knowledge of retail investment products. This position presents an exciting opportunity for career growth within a reputable Wealth Management firm.

Investor Relations & Client Success Associate in London employer: Job Search Place Limited

Job Search Place Limited is an exceptional employer located in the vibrant Greater London area, offering a dynamic work culture that prioritises employee development and engagement. With a strong focus on career growth within the Wealth Management sector, employees benefit from comprehensive training and mentorship opportunities, alongside a supportive team environment that values innovation and collaboration. Join us to be part of a reputable firm where your contributions directly impact client success and investor satisfaction.

Job Search Place Limited

Contact Details:

Job Search Place Limited Recruitment Team

We think you need these skills to ace Investor Relations & Client Success Associate in London

Client Engagement
Investor Onboarding
Customer Service
Financial Services Knowledge
Retail Investment Products Knowledge
Fund Performance Updates
Sales Support