Client Service Analyst

This range is provided by Leverton Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Leverton Search

Are you looking to build a career in client service and sales support within a collaborative, professional environment? This opportunity offers a strong foundation for a motivated individual to develop across client relationship management, reporting, and process improvement within a leading investment business.

About the Role

As a Client Service Analyst, you’ll be part of a small, close-knit team that supports the wider sales and investment function. The role combines elements of client servicing, data management, and reporting, giving you a broad view of how an investment business operates day to day.

You’ll act as a first point of contact for client and adviser queries, help manage reporting cycles, and contribute to internal projects that drive efficiency and improve service delivery. It’s a varied, dynamic position offering genuine scope to shape your own path.

Key Responsibilities

• Responding to client and adviser queries by phone and email, ensuring professional and timely communication
• Producing, checking, and distributing client reports and materials with a strong focus on accuracy and presentation
• Working closely with sales, operations, and investment teams to support data-driven decision-making
• Assisting with regulatory and Consumer Duty reporting
• Maintaining CRM data and supporting process enhancements across the team
• Contributing ideas for service improvement and client engagement initiatives

About You

This role suits someone detail-focused, confident, and eager to learn. It would equally suit a bright graduate with relevant internship experience or a professional with up to 2–3 years in financial services or another analytical, client-facing setting.

You will bring:

• Excellent written and verbal communication skills
• A proactive and organised approach to your work
• Confidence engaging with both colleagues and external stakeholders
• Strong attention to detail and pride in accuracy
• An interest in investments, financial markets, or client relationship management
• The motivation to work independently in a hybrid structure

What’s on Offer

You’ll join a team that encourages curiosity, development, and collaboration. The business has a strong track record of supporting internal progression — many of the team have grown their careers from entry-level roles.

The working culture is inclusive, flexible, and social, with opportunities to get involved in projects, events, and team activities. This is a fantastic role for someone who wants to combine analytical thinking with people skills and start building a long-term career in the investment industry.

Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria.

At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.