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Client Service Associate

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Date Posted

16 November 2018



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Our client, a leading investment office, is looking to recruit a Client Services Associate to join their global Operations team. This is an excellent opportunity for junior candidates to gain valuable experience in the Investments industry at a prestigious firm.

Key responsibilities

  • Grasp a detailed understanding of the products that the company’s clients invest in
  • Liaise with custodians, trustees and third-party administrators, to ensure investments are correctly transacted
  • Respond to client calls and act as support to the Investment Principals and Partners in managing client relationships
  • Work with Principals/ Senior Associates reviewing the currency exposure of client portfolios
  • Work with other team members preparing for client meetings and dealing with client queries

Essential requirements

  • A good academic record, up to degree level
  • Prior experience of working in the financial industry, even at internship level
  • Be able to work and multi-task in a fast-paced environment
  • Be an articulate and proactive team member

“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.”

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