Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our global Operations team and support the Client Services department.
- Company: Work with a leading Investment Manager known for excellence in Wealth Management.
- Benefits: Gain valuable experience in a dynamic environment with potential for growth.
- Why this job: Perfect for recent grads looking to kickstart their career in finance with a collaborative culture.
- Qualifications: Bachelor's Degree required; internships in Investment/Wealth Management are a plus.
- Other info: Strong communication skills needed for interactions with various financial professionals.
The predicted salary is between 28800 - 43200 £ per year.
About the Company:
Our client, a leading Investment Manager, is currently seeking a Client Services Associate. If you are a recent graduate with some work experience gained in the Investment Management or Wealth Management Industry, full time or as an Internship, this is the ideal opportunity for you.
Key Responsibilities:
The successful candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. You will work with both the broader Operations and Investment teams across all offices.
The role is not client facing; all client relationships are managed by the Investment Principals and Partners. However, strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise, such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, and banks.
Essential Skills Required:
- Have an excellent academic record, including a Bachelor\’s Degree or equivalent.
- Have gained some prior experience of working within Investment/Wealth Management or Financial Services – internships will also be considered.
- Have a good understanding and working knowledge of Microsoft Office, particularly Excel/Outlook.
- Be an articulate self-starter with strong analytical and organizational skills.
- Be able to prioritize daily workloads while working efficiently and accurately under pressure.
- Be able to multi-task in a fast-paced investment environment.
- Demonstrate a high level of attention to detail and be very comfortable working with numbers.
- Have a high degree of integrity and professionalism and be a collaborative \”team player.\”
- Be comfortable receiving and providing feedback.
Client Services Associate employer: KennedyPearce Consulting
Contact Detail:
KennedyPearce Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate
✨Tip Number 1
Familiarize yourself with the investment management industry. Read up on current trends, key players, and market dynamics. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the investment and wealth management sectors. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your Excel skills, as proficiency in Microsoft Office is essential for this role. Consider taking an online course or practicing with real data sets to enhance your analytical capabilities.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've demonstrated strong communication and organizational skills. Be ready to discuss how you handle pressure and prioritize tasks effectively.
We think you need these skills to ace Client Services Associate
Some tips for your application 🫡
Tailor Your CV: Make sure to customize your CV to highlight relevant experiences in Investment Management or Wealth Management. Emphasize any internships or roles that showcase your analytical and organizational skills.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the Client Services Associate position. Mention your academic achievements and how your previous experiences have prepared you for this role.
Highlight Communication Skills: Since the role requires strong communication skills, provide examples in your application of how you've effectively communicated with various stakeholders in past experiences.
Showcase Attention to Detail: In your application, include specific instances where your attention to detail made a difference in your work. This could be in managing data, preparing reports, or any other relevant tasks.
How to prepare for a job interview at KennedyPearce Consulting
✨Showcase Your Academic Achievements
Make sure to highlight your academic record during the interview. Discuss your Bachelor’s Degree and any relevant coursework that relates to Investment or Wealth Management, as this will demonstrate your foundational knowledge in the field.
✨Emphasize Relevant Experience
If you have any internships or work experience in Investment Management or Financial Services, be prepared to discuss specific tasks and responsibilities you handled. This will show your familiarity with the industry and your ability to contribute effectively.
✨Demonstrate Strong Communication Skills
Even though the role is not client-facing, you will interact with various third parties. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've successfully communicated in previous roles.
✨Highlight Your Analytical and Organizational Skills
Prepare to discuss how you manage multiple tasks and prioritize your workload. Share examples of how you’ve maintained attention to detail and accuracy under pressure, as these skills are crucial for success in a fast-paced investment environment.
