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Client Service Associate

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Date Posted

21 October 2020



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Our client is a boutique investments house. Due to continued company success, they are now looking to recruit a Client Service Associate to join their Operations team on a permanent basis.

The Client Service Associate will take responsibility for the following duties:

  • Client service: acting as the first port of call for all client queries
  • Building and maintaining relationships with private clients
  • Developing strong relationship with the designated Investment Manager
  • Complete the account opening procedures including gathering money laundering documentation and compile an account opening files
  • Monitoring cash balances in portfolios
  • Assist in the preparation of client reports
  • Completing meeting packs in advance of client meetings
  • Contributing to events management

The Client Service Associate will meet the following skill set:

  • 2-3 years Experience in client service within wealth or investment management
  • Previous middle office experience
  • Experience of Microsoft Office 365, with a good level of proficiency in Excel and Word
  • Understanding of debt and equity capital markets
  • Strong inter-personal skills
  • Degree educated (or equivalent)

This is an excellent opportunity for candidates with a strong client service outlook looking to excel their career in a prestigious investments house.

The company offers clear career progression and a collaborative company culture.

If you believe your background meets the criteria, please apply with your CV.

Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age

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