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- Tasks: Manage client relationships and onboarding, respond to queries, and deliver tailored reports.
- Company: Join a leading specialist in real assets investment with a focus on public and private markets.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team that values communication and client satisfaction in a thriving industry.
- Qualifications: 2-5 years in institutional client service within asset management; strong communication and organisational skills required.
- Other info: Real assets experience is a plus, but a passion for alternatives is what we’re really looking for!
The predicted salary is between 36000 - 60000 £ per year.
I’m working exclusively with a specialist real assets investment that cover public and private market strategies. They are hiring for an Associate to join the Client Service team in London. This opportunity will suit an individual with 2-5 years of post-graduate experience in a similar role within asset management.
Responsibilities will include:
- You will be responsible for an assigned book of existing clients and operate as their daily service contact for relationship management and onboarding tasks.
- Proactively coordinate responses to client queries on topics such as performance, fund strategy and fees.
- Deliver bespoke reports and client questionnaires in collaboration with relevant teams across the business.
- Attend/host client update meetings and due diligence visits.
- Ensure that all client servicing activity is recorded accurately on the CRM.
- Manage the onboarding process of new clients.
- Ensure continued compliance with AML/KYC processes.
Skills required:
- 2-5 years institutional client service experience within asset management.
- Real assets experience is not required but interest in alternatives is preferred.
- Excellent communication skills, confident dealing with senior stakeholders and international clients.
- Detail orientated, with strong work ethic, able to prioritise and organise your time well.
- Knowledge of investment products - IMC preferred.
Client Service Associate (Real Assets) employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate (Real Assets)
✨Tip Number 1
Network with professionals in the asset management industry, especially those who have experience in client service roles. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends in real assets and alternatives. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field, making you a more attractive candidate for the role.
✨Tip Number 3
Prepare to discuss your previous experiences in client service, focusing on how you've managed relationships and resolved client queries. Use specific examples that highlight your communication skills and ability to work with senior stakeholders.
✨Tip Number 4
Showcase your organisational skills by discussing how you prioritise tasks and manage your time effectively. Being detail-oriented is crucial in this role, so be ready to provide examples of how you've maintained accuracy in your previous positions.
We think you need these skills to ace Client Service Associate (Real Assets)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 2-5 years of experience in client service within asset management. Emphasise any relevant skills and experiences that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interest in real assets and your ability to manage client relationships effectively. Mention specific examples from your past roles that demonstrate your communication skills and attention to detail.
Highlight Relevant Skills: In your application, clearly outline your experience with CRM systems and your understanding of compliance processes like AML/KYC. This will show that you are well-prepared for the responsibilities of the role.
Prepare for Interviews: If selected for an interview, be ready to discuss your previous client interactions and how you handled challenging situations. Prepare questions about the company’s approach to client service and their investment strategies to demonstrate your interest.
How to prepare for a job interview at William Blake Group
✨Showcase Your Client Service Experience
Make sure to highlight your previous experience in client service roles, especially within asset management. Be prepared to discuss specific examples of how you've managed client relationships and resolved queries effectively.
✨Demonstrate Your Communication Skills
Since the role involves dealing with senior stakeholders and international clients, practice articulating your thoughts clearly and confidently. Consider preparing a few scenarios where you successfully communicated complex information to clients.
✨Familiarise Yourself with Real Assets
While real assets experience isn't required, showing a genuine interest in alternatives can set you apart. Research current trends in the real assets market and be ready to discuss how they might impact client strategies.
✨Prepare for Compliance Questions
Given the importance of AML/KYC processes in this role, brush up on your knowledge of compliance regulations. Be ready to explain how you've ensured compliance in past roles and how you would approach it in this position.
