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For Companies At a Glance
- Tasks: Support high-value institutional clients with onboarding, account management, and queries.
- Company: Join a leading investment management firm making waves in the asset management industry.
- Benefits: Enjoy a one-year contract with opportunities for growth and collaboration across teams.
- Why this job: Make a real impact while building strong relationships in a dynamic and supportive environment.
- Qualifications: 1-5 years of experience in institutional client operations is required; enthusiasm is a must!
- Other info: We prioritise equity and accessibility throughout our recruitment process.
The predicted salary is between 36000 - 60000 £ per year.
Join a leading investment management firm as an Institutional Client Service Associate, on a one-year contract, supporting high-value institutional clients. This is a great opportunity for a detail-oriented professional looking to make an impact in a growing and successful asset manager.
Key Responsibilities:
- Support client onboarding and account administration (e.g. trade requests, invoicing, data management)
- Manage client queries and reporting needs across monthly, quarterly, and ad-hoc cycles
- Act as the primary operational contact for institutional separate accounts
- Coordinate with Relationship Managers and internal teams to ensure smooth service delivery
- Build strong relationships with clients, consultants, custodians, and auditors
- Contribute to process improvements and internal policy updates
- Collaborate on cross-functional projects with sales, portfolio, and operations teams
Requirements:
- Institutional client operations experience is a requirement, having covered SMAs. Ideally between 1-5 years relevant experience.
- Immediately available or one month notice period maximum
- Preferably having covered equities and fixed income products
- Must be positive, enthusiastic and passionate about client servicing.
- Strong collaboration and team focus
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria. At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.
Client Services Associate employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate
✨Tip Number 1
Familiarise yourself with the specific institutional client operations and products mentioned in the job description, such as SMAs, equities, and fixed income. This knowledge will help you speak confidently about your experience and how it aligns with the role during any discussions.
✨Tip Number 2
Network with professionals already working in client services within investment management firms. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, especially those that demonstrate your ability to manage client queries and collaborate with various teams. Highlighting specific examples will show your potential employer that you have the skills they are looking for.
✨Tip Number 4
Showcase your enthusiasm for client servicing by researching the company’s values and recent achievements. Being able to articulate why you want to work for them and how you can contribute to their success will make a strong impression during any conversations.
We think you need these skills to ace Client Services Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in institutional client operations, particularly with separate managed accounts (SMAs). Emphasise any work you've done with equities and fixed income products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for client servicing. Mention specific examples of how you've successfully managed client queries or contributed to process improvements in previous roles.
Highlight Team Collaboration: In your application, emphasise your ability to work collaboratively with various teams. Provide examples of cross-functional projects you've been involved in, especially those related to sales, portfolio management, or operations.
Showcase Attention to Detail: Since the role requires a detail-oriented professional, include examples in your application that demonstrate your meticulousness in managing data, trade requests, or invoicing processes.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Client Service Skills
As a Client Services Associate, your ability to manage client queries and build relationships is crucial. Prepare examples from your past experience where you successfully handled client issues or improved service delivery.
✨Demonstrate Attention to Detail
This role requires a detail-oriented approach, especially in tasks like account administration and data management. Be ready to discuss how you ensure accuracy in your work and any processes you follow to maintain high standards.
✨Familiarise Yourself with Financial Products
Since the position involves equities and fixed income products, brush up on your knowledge of these areas. Being able to speak confidently about them during the interview will show your preparedness and enthusiasm for the role.
✨Emphasise Team Collaboration
The job requires working closely with various teams. Share experiences that highlight your ability to collaborate effectively, whether it’s coordinating with Relationship Managers or contributing to cross-functional projects.
