Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Client services associate

York (North Yorkshire)
JR United Kingdom
Service
€40,000 - €60,000 a year
Posted: 22h ago
Offer description

Social network you want to login/join with:

Join a leading investment management firm as an Institutional Client Service Associate, on a one-year contract, supporting high-value institutional clients. This is a great opportunity for a detail-oriented professional looking to make an impact in a growing and successful asset manager.

Key Responsibilities:

* Support client onboarding and account administration (e.g. trade requests, invoicing, data management)
* Manage client queries and reporting needs across monthly, quarterly, and ad-hoc cycles
* Act as the primary operational contact for institutional separate accounts
* Coordinate with Relationship Managers and internal teams to ensure smooth service delivery
* Client onboarding
* Build strong relationships with clients, consultants, custodians, and auditors
* Contribute to process improvements and internal policy updates
* Collaborate on cross-functional projects with sales, portfolio, and operations teams

Requirements:

* Institutional client operations experience is a requirement, having covered SMAs.
* Ideally between 1-5 years relevant experience.
* Immediately available or one month notice period maximum
* Preferably having covered equities and fixed income products
* Must be positive, enthusiastic and passionate about client servicing.
* Strong collaboration and team focus

Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.

#J-18808-Ljbffr

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Customer service advisor - pensions (permanent)
York (North Yorkshire)
Permanent
EE
Customer service advisor
€12.82 an hour
Similar job
Call center operator - uncapped commission
York (North Yorkshire)
EE
Call centre operator
€12.82 an hour
Similar job
Call center agent - uncapped commission
York (North Yorkshire)
EE
Call centre agent
€12.82 an hour
See more jobs
Similar jobs
Service jobs in York (North Yorkshire)
jobs York (North Yorkshire)
jobs North Yorkshire
jobs England
Home > Jobs > Service jobs > Service jobs > Service jobs in York (North Yorkshire) > Client Services Associate

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save