KennedyPearce Consulting provided pay range
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Base pay range
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Our client, a leading Investment Manager, is currently seeking a Client Services Associate. If you are a recent graduate with some work experience gained in the Investment Management or Wealth Management Industry, full time or as an Internship, this is the ideal opportunity for you.
Key Responsibilities:
The successful candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. You will work with both the broader Operations and Investment teams across all offices.
The role is not client facing; all client relationships are managed by the Investment Principals and Partners. However, strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise, such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, and banks.
* Have an excellent academic record, including a Bachelor's Degree or equivalent.
* Have gained some prior experience of working within Investment/Wealth Management or Financial Services – internships will also be considered.
* Have a good understanding and working knowledge of Microsoft Office, particularly Excel/Outlook.
* Be an articulate self-starter with strong analytical and organizational skills.
* Be able to prioritize daily workloads while working efficiently and accurately under pressure.
* Be able to multi-task in a fast-paced investment environment.
* Demonstrate a high level of attention to detail and be very comfortable working with numbers.
* Have a high degree of integrity and professionalism and be a collaborative "team player."
* Be comfortable receiving and providing feedback.
Seniority level: Associate
Employment type: Full-time
Job function: Customer Service and Finance
Industries: Investment Management and Financial Services
Location: Southampton, England, United Kingdom
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