At a Glance
- Tasks: Manage client investment life cycles and support the investment team with operational tasks.
- Company: Leading Outsourced Investment Office based in London.
- Benefits: Gain valuable experience in finance and client management while working in a dynamic environment.
- Other info: Collaborative team culture with opportunities for professional growth.
- Why this job: Be a key player in investment strategies and build strong client relationships.
- Qualifications: Experience in client services, strong attention to detail, and a numerically minded degree.
The predicted salary is between 40000 - 50000 £ per year.
Our client, a leading Outsourced Investment Office is looking for a highly motivated individual to join their London based Client Services team. The core role will include the management of the full investment life cycle, from trade planning through to the point of investment execution for each client portfolio. The role will be a key operational resource for the investment team and provide additional support as needed including client relationship management activities. Broad product knowledge is essential (e.g., FX, mutual funds, hedge funds, private equity & other illiquid strategies).
The successful candidate will work alongside the Investment team predominantly managing the implementation of client investment strategies, as well as overseeing more junior members of the London based Client Services team. Serve as a main point of contact for clients and other external stakeholders on all operational matters. This includes reviewing execution instructions (private placement subscription documents, hedge fund dealing documents), as well as assessing and determining weekly priorities across the team.
Implement trade plans including a variety of investment strategies and products e.g., FX forward transactions, ETFs, mutual funds, futures, hedge funds, private equity & other illiquid strategies. Own a small portfolio of complex clients and manage the trade execution and client servicing requirements of these clients. The successful candidate will be an integral part of the team and will be prepared to ‘roll their sleeves up’ and take on a breadth of responsibilities.
Experience & Qualifications
- Prior experience in supporting a Client Service team, ensuring client investments are implemented in a timely and accurate manner across all asset classes.
- Comfortable interacting with clients as well as possessing strong attention to detail, prioritisation and communication skills.
- Good grasp of operational risk and should quickly be able to build up a detailed understanding of the products their clients invest in.
- Ability to prioritise daily workloads whilst working efficiently and accurately under pressure.
- Articulate self-starter with strong analytical and organisational skills.
- High degree of integrity and professionalism and be a collaborative “team player”.
- Undergraduate degree and be numerically minded.
- Proficiency using Microsoft Office, particularly Excel/PowerPoint/Outlook.
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.
Client Services Associate in London employer: Meredith Brown Associates Ltd
Join a dynamic and innovative team at a leading Outsourced Investment Office in London, where your contributions as a Client Services Associate will be valued and impactful. With a strong emphasis on professional development, collaborative work culture, and exposure to a diverse range of investment products, this role offers an excellent opportunity for growth and meaningful engagement with clients. Enjoy the benefits of working in a vibrant city, surrounded by industry experts, while being part of a supportive environment that encourages initiative and teamwork.
Contact Details:
Meredith Brown Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Associate in London
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We think you need these skills to ace Client Services Associate in London
Some tips for your application 🫡
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How to prepare for a job interview at Meredith Brown Associates Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Meredith Brown Associates Ltd.
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