Client services Work, Jobs in London Cr0 (with Salaries)

Client Services Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Life insurance
Client Advisor
eight luxuries ltd —London
- £100 - £200 a day
- Part-time
- Spanish
- Sales
- Customer service
- Store discount
- Profit sharing
Quick apply
7d
Customer Support Coordinator
Zeitview —London
- £35,000 - £40,000 a year
- Remote
- Hospitality
- Spanish
- Sales
Quick apply
2d
Office Services Operator
Williams Lea —London
- £28,860 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Customer service
- Referral programme
Client Services & Reception Coordinator
Hopscotch Children's Therapy Centre —London
- £29,000 - £34,000 a year
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
Quick apply
Retail Sales Associate (Part-Time) - Carnaby Street
RIXO —London
- Part-time
- Sales
- Communication skills
- Employee discount
- Referral programme
Customer Support Officer (UK)
Qargo —London
- Hybrid work
- Customer service
- English
- Administrative experience
Salon Receptionist & Consultant
A-List Lace Hair —London
- From £15 an hour
- Part-time
- Customer service
- English
- Administrative experience
Quick apply
Client Services Coordinator & Operations
Pink Plan LTD —Ware
- From £25,000 a year
- Full-time
- Customer service
- Salesforce
- Analysis skills
- Free parking
- Work from home
Quick apply
2d
Legal Secretary/Personal Assistant
Rahman Lowe Solicitors —London
- £30,000 - £40,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
Quick apply
Client Research Coordinator
Dexters —London
- £27,000 - £29,000 a year
- Full-time
- CRM software
- Customer service
- Administrative experience
- Employee discount
Quick apply
13d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Counter Associate - 'The Ordinary' - Selfridges, Oxford Street
DECIEM —London
- Part-time
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Store Associate - 'The Ordinary' - Commercial St
DECIEM —London
- Part-time
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Client Advisor
Henley & Partners —London
- Sales
- Marketing
- English
Direct Mail & Mailing Services Specialist
Jamm Print & Production Ltd —Woolwich
- Temporary
- Microsoft Word
- Sales
- Accounting
Quick apply
Head of Client Services
GetAgent —London
- £80,000 - £90,000 a year
- Hybrid work
- Travel
- Leadership
Customer Service Officer
Acolad —London
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
12d
Customer Services Representative
Baker Ross Ltd —Harlow
- £20,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Free parking
Quick apply
7d
Customer Service Representative
CLOUT COMMUNICATIONS LTD —London
- £25,000 - £35,000 a year
- Full-time
- Hospitality
- Sales
- Customer service
- Gym membership
Quick apply
19h

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Client Services Associate

Partners Capital -
London

Apply Now

Job details

Benefits

Company pension
Private medical insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Microsoft Office
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

London

Role Description

We are looking for someone to help coordinate investment execution activities for a range of clients, and help build our operational processes and procedures, supporting the Investment Principals and the Partners who manage client relationships.

The candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. The role has a wide-ranging remit and involves working with both the broader Operations and Investment teams across all offices. The role is not client facing, all client relationships are managed by the Investment Principals and Partners, however strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, banks, brokers, and the Executive Assistants to HNWI clients whilst assisting with the management of our client’s portfolios.

The candidate should be hardworking and comfortable working in an extremely fast-paced environment. They must be able to interact with colleagues and third parties, prioritising and completing multiple tasks and meeting deadlines. The successful applicant should be ready for wide-ranging responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm’s continued success.

You will be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. You will ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Client Investment Execution

Grasp a detailed understanding of the products our clients invest in, with specific attention paid toredemption requirements (incl. fund notice periods, gates, fees, lock up periods).
Liaise with custodians, trustees and third-party administrators, to ensure investments are correctlytransacted and settled in an accurate and timely manner.
Coordinate internal capital calls, ensuring that clients receive the call letters with adequate priornotification for them to make the required payments by the deadline, or instruct us to arrange thepayment from their custodian account.
Ensure that authorisations to investment recommendations are obtained and all orders areimplemented in a timely manner whilst maintaining the necessary supporting documentation.
Adhere to Partners Capital execution policy and procedures.

Client Account Management

Monitor client’s cash and securities accounts by closely managing the relationships with their
custodians, trustees or other third-parties.
Liaise directly with representatives of clients (e.g. trustees, advisors) on issues relating to their account(s).
Track client execution through to completion.
Ensure all transactions are recorded accurately using our in-house systems.
Adhere to all processes and procedures to ensure Partners Capital remain compliant with all regulatory requirements, and that we fulfil all our fiduciary requirements to our clients.
Work with other team members preparing for client meetings and dealing with client queries.
Respond to client calls and act as support to the Investment Principals and Partners in managing client relationships, where necessary.
Ensure that regulatory and compliance rules are adhered to, especially around KYC/AML documentation.

FX Hedging

Work with Principals/Senior Associates reviewing the currency exposure of client portfolios.
Prepare detailed forward foreign exchange contract instructions as necessary to adjust and obtain the client’s required underlying currency exposure within their portfolios.
Track currency execution to completion by comparing trade confirmations to internal systems.
Monitor client currency exposures to ensure FX hedges remain effective on an on-going basis.
Adhere to the Partners Capital foreign exchange hedging policies and procedures.

Candidate Profile

The ideal candidate will have strong quantitative skills and an active interest in investment and capital markets. A flexible, entrepreneurial approach and an appetite for challenge are essential qualities.
Candidates must:

Have a relevant qualification and/or equivalent work experience.
Have approximately two years, or equivalent, prior experience of working within Financial Services – internships will also be considered.
Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook.
Be an articulate self-starter with strong analytical and organisational skills.
Be able to prioritise daily workloads whilst working efficiently and accurately under pressure.
Be able to multi-task in a fast-paced investment environment.
Demonstrate a high level of attention to detail and be very comfortable working with numbers.
Have a high degree of integrity and professionalism and be a collaborative “team player”.
Be comfortable receiving and providing feedback.

Benefits

Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible “results-focused” working model.

Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.

Contact Details

Please send your CV and cover letter to [email protected] with the subject “Client Services Associate, London”. Further information about Partners Capital is available on our website www.partners-cap.com

Apply Now

Refine Your Search

client services jobs in london cr0

Client Services Associate

Client Advisor

Customer Support Coordinator

Office Services Operator

Client Services & Reception Coordinator

Retail Sales Associate (Part-Time) - Carnaby Street

Customer Support Officer (UK)

Salon Receptionist & Consultant

Client Services Coordinator & Operations

Legal Secretary/Personal Assistant

Client Research Coordinator

IFA Administrator

Counter Associate - 'The Ordinary' - Selfridges, Oxford Street

Store Associate - 'The Ordinary' - Commercial St

Client Advisor

Direct Mail & Mailing Services Specialist

Head of Client Services

Customer Service Officer

Customer Services Representative

Customer Service Representative

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