Client Relations Associate

Client Relations Associate

Full-Time 29700 - 36300 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support UK clients, build relationships, and ensure excellent service in a dynamic investment environment.
  • Company: Join PineBridge, a top-tier global investment platform with a collaborative culture.
  • Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Be part of an award-winning culture that values diversity and inclusion.
  • Why this job: Kickstart your career in finance while working with industry leaders and making a real impact.
  • Qualifications: Ideal for those with client relations experience and a passion for finance.

The predicted salary is between 29700 - 36300 £ per year.

Met Life Investment Management (MIM) has successfully acquired Pine Bridge as of December 30, 2025.

Met Life Investment Management and Pine Bridge Investments now have more to offer; broader reach, deeper insights and specialized capabilities – forming a top-tier global investment platform.

Together, we have more than $700 billion in assets under management as of September 30, 2025 and aim to deliver consistent risk-adjusted returns.

From multi-asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs.

What sets us apart isn’t just the breadth of our platform and capabilities — it’s how we partner.

Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability.

We believe that our clients benefit from direct access to decision-makers and reinforced by a culture that views decisions through the client’s perspective.

Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management.

The role will be based in London with the expectation of a hybrid work model.

Pine Bridge Investments is seeking a Client Relations Associate.

Reporting to a Vice President, Client Relations, the role will work closely with the Head of Client Relations EMEA to support the UK client book and help deepen relationships with UK investors.

Support for other regions may also be required, depending on demand and capacity.

The role will play a key part in onboarding and servicing new and existing clients, partnering with Sales, Investment Teams and other internal stakeholders to guide investors from prospect through to client.

The successful candidate will be responsible for building strong working relationships and delivering client solutions that meet or exceed expectations.

Although this is an entry-level role, it would suit someone with a strong client relations, client service or operational background who is looking to develop into a client-facing role over time.

  • Primary Responsibilities
  • Excellence in Client Service - Ability to build long-term relationships with key internal stakeholders; Ensure client requests are responded to in an accurate and timely manner; Work with colleagues to gather information and perform analysis to execute specific requests and inquiries; Escalate and articulate client issues and requests to management and other Pine Bridge constituents and be innovative in crafting a solution.

Strong background in Separate account onboardings and to some extent Fund Client Services and ability to effectively build good working relations with Transfer Agencies.

Have the ability to help coordinate distribution agreements and rebates agreements with key stakeholders.

  • Client onboarding - Coordinating the onboarding process for new & existing clients and coordinate with all internal teams, legal ops and trading teams.

Ability to oversee timely and accurate implementation of new portfolios alongside subsequent change events.

Requires a conscientious organized individual to oversee events.

Maintain timely, accurate and effective reporting and communication lines between key stakeholders.

Onboarding will be across institutional and funds as well as alternative business.

  • Client Implementation and Relationship Building – Partner with the Sales and Investment Teams for the on-boarding of new mandates through effective coordination and project management; Provide consistent oversight of relationships to ensure a positive experience which promotes growth of the relationship over time; Demonstrate strong product and industry knowledge
  • Internal Partner within Met Life - Provide operational support to senior team members with follow-up, back-up or other functions which may be required on an ad hoc basis; Build strong working relationships with internal Pine Bridge teams in order to provide timely responses to requests from clients, internal colleagues or Pine Bridge management; Identify areas of improvement in the company and assist in creating and implementing solutions.
  • Client Database Maintenance – Utilize and assist with creating processes, enhancements and testing of in-house software databases to administer client data and process flows, such as onboarding’s; Management and oversight of client data, including client profiles, correspondence, call/activity reports and other relevant data so that data and lists generated for management, client inquiries, invitations, external communications, reports and clients presentations reflect accurate information and are sent to the correct individuals.

Person Specification

  • Experience of client relations in the financial services industry ideal
  • A client-focused, team-oriented individual with the ability to manage multiple tasks and projects at once.
  • Proactive and highly self-motivated individual with excellent organization and management skills and ability to work under pressure.
  • Knowledge of investments, industry legal and regulatory concepts and compliance and operational requirements.
  • Excellent written and oral communications,
  • Excellent presentation/public speaking skills ideal
  • Strong Funds focus
  • Strong analytic skills.
  • Ability to work collaboratively across different work groups.
  • Experience in Microsoft Word, Excel and Power Point.
  • Degree or equivalent
  • Experience in working with AI
  • About Pine Bridge

Pine Bridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment.

For six consecutive years (2020-2025), Pine Bridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey.

In 2023, Pine Bridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’ and in 2024 we received Merit awards for ‘Talent Acquisition’ and ‘Employee Benefits.’ Alongside this, in 2023 and 2024 Pine Bridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.

Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

Pine Bridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees.

Pine Bridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws.

At Pine Bridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work.

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Client Relations Associate employer: MetLife Investment Management

PineBridge Investments is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth. Located in the heart of London, employees benefit from a hybrid working model, competitive compensation, and opportunities to develop their skills in client relations, making it an ideal place for those looking to build a rewarding career in finance.

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Contact Details:

MetLife Investment Management Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Relations Associate

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

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We think you need these skills to ace Client Relations Associate

Client Relations
Client Service
Operational Background
Onboarding Process Coordination
Project Management
Relationship Building
Communication Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to MetLife Investment Management.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on MetLife Investment Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at MetLife Investment Management

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 MetLife Investment Management.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at MetLife Investment Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former MetLife Investment Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.