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- 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 an impact while building strong client relationships in a dynamic environment.
- Qualifications: 1-5 years of experience in institutional client operations is required.
- Other info: We prioritise equity and are committed to fair recruitment practices.
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 the types of products you'll be dealing with, such as equities and fixed income. This knowledge will help you speak confidently about your experience and how it aligns with the role.
✨Tip Number 2
Network with professionals in the investment management industry, especially those who work in client services. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client queries and contributed to process improvements in your previous roles. Highlighting these experiences will demonstrate your capability and enthusiasm for client servicing.
✨Tip Number 4
Showcase your collaborative skills by discussing any cross-functional projects you've been involved in. Emphasising your ability to work well with various teams will resonate with the company's focus on teamwork and service delivery.
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 experiences where you successfully handled client issues or improved service delivery.
✨Demonstrate Attention to Detail
This role requires a detail-oriented professional. Be ready to discuss how you've managed data, invoicing, or trade requests in previous positions, highlighting your meticulous approach to tasks.
✨Understand the Financial Products
Familiarise yourself with equities and fixed income products, as these are essential for the role. Be prepared to discuss your experience with these products and how they relate to institutional client services.
✨Emphasise Team Collaboration
The job involves working closely with various teams. Share examples of how you've collaborated on cross-functional projects in the past, showcasing your teamwork and communication skills.
