Client Services Associate

Client Services Associate

Client services team that sits in London. The department is responsible for managing client accounts, overseeing the processing of payments and deal-based transactions and driving client efficiency. All whilst forging key relationships with our clients, banks, and internal stake holders.

Key Responsibilities

• Actively identify opportunities for clients to support their servicing needs
• Involvement in all aspects of the client journey from pre-account submissions to ongoing account management
• Business operational projects
• Ensuring that processes and procedures are adhered to
• Ensure all reviews are being processed in a timely manner and Service-Level Agreements are adhered to
• Developing relationships with the wider business and key clients
• Specialists in areas in the alternative investment industry
• Liaising with internal departments to resolve queries
• Maintaining key relationships with Front Office pre and post-sale
• Identifying system and process improvements and raising these for consideration
• Participating in projects ensuring business requirements are understood
• Provide high-touch Client Service to the Global Accounts Client Book
• Hold yourself and the wider team to an exceptional standard
• Delivering your own work and the wider teams to tight deadlines

Skills & Experience Required

• Over 2 years experience in a similar role, Client facing or KYC processing
• Knowledge of KYC/AML documents and requirements
• To take a holistic approach to situations and see the wider picture
• Strong time management skills
• Attention to detail
• Able to operate in a professional manner and environment
• Excellent communication skills
• Pro-activity in your approach to account management • Methodical and numerate, with a strong attention to detail.