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Client Service Specialist

Job details



Date Posted

20 October 2021



Job Type


Job ID



£55,000 - £70,000


Our client, a leading UK headquartered investment management company, is looking to recruit a Client Service Specialist to join their Client Relationship Group.

Duties and responsibility of the Client Service Specialist will include:

  • Responding to a range of institutional client queries and requests in accordance with deadlines
  • Project managing the transition of client assets by working with the legal teams, front office and fund management teams
  • Project managing any change to client’s investment guidelines
  • Attending client events and building strong relationships with key client stakeholders
  • Assisting with the creation and delivery of bespoke investment reporting
  • Ensuring regulatory obligations are met

The Client Service Specialist will require the following skillset:

  • Experience within client service or on-boarding
  • Experience working within the investment management sector
  • Knowledge of institutional markets
  • Strong verbal and written communication skills
  • Ability to problem solve
  • Industry specific qualification such as IMC would be a plus


“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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