Client Success Associate – DC Investments, Basingstoke
This job is active and relevant for candidates interested in client service within investment management, specifically DC retirement solutions.
Key Responsibilities:
* Act as a post-sales relationship manager, partnering with internal teams and clients to deliver high-quality service.
* Understand client needs and coordinate service delivery, managing reporting, invoices, and data.
* Handle operational client requests, escalating complex issues as needed.
* Manage client queries from start to finish, ensuring timely responses.
* Support senior team members and contribute to service improvements and projects.
Person Specification:
* Experience in client service, operations, or investment management, preferably within DC pensions or institutional settings.
* Excellent communication, attention to detail, and organizational skills.
* Ability to manage multiple tasks in a fast-paced environment and work cross-functionally.
This is an excellent opportunity to develop expertise in DC solutions and work with experienced professionals. Interested candidates should contact Eden Scott at 0131 550 1100 or email their CV. We respect your privacy and will not share your CV without consent.
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