Client Services Associate - 12 Month FTC, London
Client:
Location: London, United Kingdom
Job Category: Customer Service
EU work permit required: Yes
Job Reference: 2313422c33ec
Job Views: 10
Posted: 28.04.2025
Expiry Date: 12.06.2025
Job Description:
Client Services Associate - FTC (Maternity Cover)
Are you passionate about delivering exceptional client service? Do you thrive in a supportive and dynamic team environment? Our client, a leading investment management firm, is seeking a Client Services Associate to join their team on a fixed-term contract.
Position Details:
* Title: Client Services Associate
* Contract: 12-month FTC (Maternity Cover)
* Location: London, with hybrid working (nearest stations: Euston, Warren St)
Our client values a client-focused approach and seeks a candidate with excellent service skills and a strong understanding of client needs. Prior financial services experience is preferred but not essential; a willingness to learn and grow in a fast-paced environment is crucial. The role involves a hybrid work model, comprehensive training, and ongoing professional development.
Responsibilities include:
* Data Entry: Maintaining system accuracy
* Client Onboarding & Transfer Agency: Processing applications and facilitating trades
* AML & KYC: Conducting screening for compliance
* Dealing & Settlement: Processing events and assisting with cash settlements
* Cash Management: Bank reconciliations
* Client & MI Reporting: Producing and distributing reports
* Client Communications: Ensuring accuracy and clarity
* Enquiry Management: Handling inbound calls/emails and resolving inquiries
Additional Information:
Join a supportive team that values contributions and encourages growth. The organisation offers extensive training, recognition of performance, and opportunities to contribute to process improvements. Office Angels is an equal opportunities employer committed to diversity and inclusion. If reasonable adjustments are needed, please inform us.
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