Client Associate

A prestigious investment firm with approximately 250 in the London office and additional offices worldwide. The business has excellent staff retention and a fantastic track record of internal promotions and staff development!

The Client Associate Role:

This is a busy Client Associate role. Responsibilities will include (but are not limited to):

• Taking email and phone enquiries from clients, escalating where necessary


• Acting as first point of contact for clients; building and maintaining relationships


• Administration of the CRM system, including production of receipts, opening and closing client accounts and updating daily activity


• Managing process of Quarterly Valuations – communications, collating reports, and scanning of client letters


• Administration – arranging client meetings, scanning and filing, inbox management


• Ad-hoc administration and support to the team and clients.

If successful in the role, there is potential that the business would support future study of the IMC.

Candidate Specification:

• Previous experience in a client-facing role, ideally working with HNW or UHNW clients


• Excellent communication skills – highly professional and to the highest standard, both written and verbal


• Excellent attention to detail and organisational skills


• Capable of working as part of a team and independently

Additional Information:

• Excellent competitive salary and benefits, including discretionary bonus


• The business offer a hybrid working model of 2 days from home


• Hours are 9am – 5:30pm.