Client Services Analyst

To support the needs of our clients and prospective clients alongside the Client Team Directors so that we can maintain and grow Record’s client base, developing new client relationships and investment consultant relationships worldwide.

Department: Client Team

Role: Full time (37.5 hours per week). Tuesdays, Wednesdays and Thursdays in the London office

Focus: Client Servicing and sales and marketing support

Line Manager: Director, Client Team

Record is a leading specialist currency and asset manager with $110.3 billion (as at 30 September 2025) in Assets Under Management Equivalent. Record’s services include currency management, sustainable finance, and asset management. Our clients are largely institutions, including pension funds, charities, foundations, endowments, and family offices. Record’s offices are in London in the UK, Zürich, Hamburg, and New York.

Key areas of responsibility and activities:

• Support and facilitate the work given by the Client Team Directors, which will involve servicing clients, prospects and consultant’s needs and will require lots of coordination with the wider business.
• Assist in the production of RFPs; preparation of client reviews; delivering investment data and any other requests from our Client Team.
• Provide fundamental economic analysis on and insights into developed and emerging market economies, currencies and their return drivers on a regular basis.

Key Result Area: RFPs

• Responsible for the drafting of RFPs as requested by the Client Team Directors.
• Collect and provide data for RFP production for prospective clients by accessing appropriate systems and records, liaising with various internal departments for appropriate input, reviewing previous RFPs and suggesting what might be useful to meet the prospective client’s requests.
• Liaise with the allocated Client Team Director to assist in overall RFP production and submission.
• Continuously identify opportunities to improve processes and ways of working that enable the team to work more efficiently; delivering to an even higher standard.
• Take responsibility to present ideas to stakeholders and then implement agreed changes seamlessly.

Key Result Area: Client Team Support

• Access investment data from appropriate systems and internal departments to obtain information needed to prepare responses to ad hoc enquiries from clients and their advisers.
• Supply materials to relevant Client Team Directors or directly to clients as appropriate.
• Liaise internally with various departments to support client requests.

Key Result Area: Design and improve communication style, brand management across all marketing materials.

• Work as a team to determine communication style and brand management across all marketing materials.
• Consider market and competitor trends and insights regarding communication and brand management and suggest areas of improvement.
• Build and maintain a social media presence in accordance with business needs and limitations.

Key Result Area: Building and developing relationships internally and externally

• Build a strong team relationship as well as a professional and helpful relationship with Client Team Directors and the business as a whole.
• Build strong relationships internally, be the go-to person for the whole business when someone has a marketing query.
• Build strong relationships with suppliers and system professionals to benefit the business.
• Represent the company with clients and consultants, at conferences, business and social gatherings.

Key Result Area: Maintaining and updating consultant databases

• Responsible for collating and providing updates on performance and AUM data and ensuring that products are accurately reflected on consultant websites.

Benefits:

• Pension – defined contribution scheme: 11% employer contribution plus may elect for additional personal contributions.
• Private medical (BUPA) employee cover – option to purchase cover for partner and family.
• Dental insurance – employee cover and option to purchase cover for partner and family.
• Life insurance.
• Permanent health insurance.
• Medical health assessments.
• Salary sacrifice car scheme.
• Train travel season ticket loan.
• Subsidised gym membership.
• Share incentive plan (SIP) with Record matching.
• 20 days minimum holiday, discretional additional holiday may be taken.

Record is proud to be an equal opportunities employer. For our employees to reach their full potential they need to feel valued, included and respected. This is the culture that Record works towards and, as part of this, we celebrate individual differences and aim to promote a sense of belonging.

As a Disability Confident employer, we have an inclusive recruitment process and will hire anyone from any background. Where there are barriers to applying, we are committed to discussing options with you to make the process more accessible and provide reasonable adjustments.