Search filter

Client Relations Associate

Job details



Date Posted

24 March 2023



Job Type


Job ID


£40,000 - £50,000


Our client is a boutique investment management house. Due to continued business success, they are now looking to recruit a Client Relations Associate to join their Marketing Team on a permanent basis.

Reporting directly to the Head of Business Development, the Client Relations Associate will take responsibility for the following duties:

  • Create an exceptional client experience.
  • Manage and respond to client queries.
  • Assist with quarterly reporting and investment reports.
  • Contribute to RFPs and DDQs.
  • Support with production of agendas and attend client meetings.

The Client Relations Associate will meet the following skillset:

  • Undergraduate degree or equivalent.
  • 1-2 years’ experience in a client facing role within finance.
  • Strong analytical skills and ability to create relationships.
  • Proficient in Excel and MS Office skills.
  • Great willingness to learn.

This is an ideal opportunity for an ambitious Client Relations Associate professional looking to propel their career in a fast-growing and distinctive investment management business.

If you believe your experience meets the criteria, please apply with a copy of your CV.

Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

Apply for this job

    Please check our cookie policy for further information.

    Return to jobs

    Related Articles

    dusted / 15 February 2018

    Wealth Management Best Practices


    Connect with us for latest job alerts