Job Listing

Client Service Specialist

Salary £35,000 - £40,000 (+25% bonus)
Location London, Bank
Job Type Permanent
Size 100-250
Job overview
A fantastic opportunity within a Global Wealth Management firm as an Investment Associate is available in London! Gain exposure to institutional clients and grow in the role - apply today!

Interested in Investment jobs, Finance roles, or Wealth Management positions in London? Interest in levelling up your career in a Client Services job or Client Service Specialist role? A global wealth management firm based in London is looking for a Client Service Specialist to support their UK market - apply today!

Company profile – Global Wealth Management Firm

In this Client Services job in London, you will be joining a market-leading wealth management firm with US$138 billion in global assets under management as of 30th September 2021. These global assets are invested in various investment strategies by institutional clients located in the UK and throughout Europe through separately managed accounts, sub-advised UCITS funds, and alternative investment funds. This London-based position is vital in managing client relations for the UK branch which accounts for over $21 billion of their global assets. This is the chance to join a global powerhouse in the wealth management industry, in a boutique-style environment in London where you can learn from and work alongside top industry professionals.

Job description - Client Service Specialist

The Client Service Specialist is a role supporting the company's EMEA Client Group. Aspects of the role include communicating with clients, managing new account start-ups and responding to client queries. This position is ideal for a dedicated, energetic and confident individual who is passionate about the investments industry and is seeking a long-term career in institutional client service. Support and guidance will be provided throughout the role.

Key responsibilities - Client Service Specialist

In this Client Services role, your responsibilities will include:

  • Track and maintain client information, facilitate account openings, transitions, restructurings, closings, and cash flows for Fund investors

  • Communicate effectively with internal parties (e.g. Compliance, Operations, Portfolio Construction) and external parties (investors, fund administrator, custodian)

  • Coordinate fund documentation for UCITS funds (e.g. Prospectus, KIID, Factsheet etc.)

  • Acquire a deep understanding of Asset Management, the company, its resources, and how other functional groups are integrated in its business process

  • Support the European Funds team and the broader business

  • Ad hoc reporting and project work

Job requirements - Client Services Specialist

  • A 2.1 degree from university
  • 1 - 4 years of Client Service or Operations experience in a similar environment
  • Solution-oriented mindset with an eye towards process improvement and automation
  • Team player; Excellent interpersonal and organizational skills
  • Strong business judgment; Flexible and able to adapt to situations
  • Superior attention to detail and ability to follow through
  • Ability to meet deadlines while juggling multiple projects in a fast-paced environment

Benefits of the job - Client Service Specialist

  • Competitive graduate salary of £35,000 - £40,000 +25% bonus
  • Clear progression pathway into a senior role
  • Great training and development
  • Work directly with the Assistant VP
  • Rapid career progression as the company grows quickly with responsibility from day 1.
  • A social office with social events on the calendar

On the hunt for Investment Associate jobs, Graduate Finance positions or Client-focused roles in London? Are you a Client Services or Operations Specialist? This Client Services Specialist job in London is a great opportunity - apply today!

Give A Grad a Go is committed to being an equal opportunity employer. All qualified applicants will receive consideration regardless of age, gender, ethnicity, sexual orientation, faith, disability or other. We are continually finding ways to improve the way we work, read our Diversity and Inclusion promise for more information about this

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Alan Hector
Team Lead & Key Account Manager