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Client Services Associate

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Date Posted

19 March 2023



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Our client, a global Investment Management house is looking to hire a Client Services Associate to join their growing Client Services team in London.

The Client Services Associate responsibilities will be:

  • Work closely with clients, answering all queries whilst providing responses to information related communications.
  • Overseeing service and reporting necessities, including maintenance of client account documentation.
  • Coordinating and share class launches and fund closures alongside relevant transition events.
  • Involvement in ad-hoc projects with both internal and external stakeholders.
  • Observe daily cash flows and transactions with custodian banks, keeping up to date on regulatory change.
  • Communicate with and aid various internal departments including Transition Managers, Portfolio Managers, Traders and the Cash Flow team.

The Client Services Associate will have the following credentials:

  • Minimum 3 years’ experience in Client Services within the asset management sector.
  • Strong knowledge of institutional markets.
  • Keen interest in investment strategies.
  • Strong analytical and risk awareness skills alongside ability to organise and prioritise simultaneous tasks.
  • Self-motivated individual with the ability to prioritise and meet deadlines.
  • Strong written and oral communication skills.
  • Collaborative, team player with excellent attention to detail.


If you believe your experience meets the criteria of Client Services Associate 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.”

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