We are working with a highly regarded private investment and private equity firm in Leeds to appoint a Client Services Associate into a relationship-led, high-growth role.
This position sits at the centre of the firms client model and is designed for someone who enjoys building trust, meeting people and developing long-term professional relationships.
You do not need deep technical finance experience. You do need maturity, curiosity and the confidence to engage thoughtfully with founders, family business owners and high-net-worth individuals.
The Role
* Act as a first point of contact for clients
* Shape early conversations and identify opportunities
* Build and maintain trusted relationships
* Meet clients in person, often in informal settings
* Represent the firm with warmth and discretion
* Attend events and stay close to aligned communities
* Recognise when to involve senior colleagues
The role is outward-facing and relationship-driven rather than desk-based.
About You
1. 3+ years experience in a relationship-led role
2. Backgrounds that translate well include:
3. Professional services
4. Private client or wealth management
5. Boutique advisory or real estate
6. High-...