Client services associate Work, Jobs in Waltham Abbey, Ess (with Salaries)

Client Services Associate
Meredith Brown Associates —London
- Call to connect
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Services Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Life insurance
Client Services Associate (Entry Level - August 2026)
proSapient —London
- Full-time
- Hybrid work
- Sales
- English
- Project management
Quick apply
KYC Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
5d
Associate, Client Services (2027 Start)
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Quick apply
Onboarding Associate
Charles Stanley —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Partnerships Associate
Juno —London
- £28,000 a year
- Full-time
Quick apply
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Communication skills
- Retail sales
5d
Associate, Client Services - Nordic Languages Speaker (2027 Start)
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Quick apply
Client Services Associate
RH —London
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Client Relations Associate
Puma Capital Group —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate, Client Services - Nordic Languages Speaker
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Quick apply
Customer Associate
CUBE —London
- Full-time
- Hybrid work
1d
Client Delivery Associate
NewtonX —London
- £50,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Leadership
- Annual leave
Associate – Client Relations - Benelux
AllianceBernstein —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate, Client Service
HarbourVest Partners —London
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Financial services
Associate, Client Services - Polish Speaker (2027 Start)
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Quick apply
Associate, Company Secretarial Assistant
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
14d
Customer Experience Associate
IFRS Foundation —London
- CRM software
- Microsoft Excel
- Customer service
11d

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Client Services Associate

Meredith Brown Associates
London

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Job details

Qualifications

Microsoft Powerpoint
Microsoft Excel
Microsoft Office
Analysis skills
Bachelor's degree
Organisational skills
Communication skills

Full job description

Our client, a leading Outsourced Investment Office is looking for a highly motivated individual to join their London based Client Services team. The core role will include the management of the full investment life cycle, from trade planning through to the point of investment execution for each client portfolio. The role will be a key operational resource for the investment team and provide additional support as needed including client relationship management activities. Broad product knowledge is essential (e.g., FX, mutual funds, hedge funds, private equity & other illiquid strategies).

Roles & Responsibilities

The successful candidate will work alongside the Investment team predominantly managing the implementation of client investment strategies, as well as overseeing more junior members of the London based Client Services team.

Serve as a key operational resource for the investment team and provide additional support as needed including client relationship management activities.

Serve as a main point of contact for clients and other external stakeholders on all operational matters. This includes reviewing execution instructions (private placement subscription documents, hedge fund dealing documents), as well as assessing and determining weekly priorities across the team.

Implement trade plans including a variety of investment strategies and products e.g., FX forward transactions, ETFs, mutual funds, futures, hedge funds, private equity & other illiquid strategies.

Own a small portfolio of complex clients and manage the trade execution and client servicing requirements of these clients.

The successful candidate will be an integral part of the team and will be prepared to ‘roll their sleeves up’ and take on a breadth of responsibilities.

Experience & Qualifications

Prior experience in supporting a Client Service team, ensuring client investments are implemented in a timely and accurate manner across all asset classes.

Comfortable interacting with clients as well as possessing strong attention to detail, prioritisation and communication skills.

Candidates should have a good grasp of operational risk and should quickly be able to build up a detailed understanding of the products their clients invest in.

Ability to prioritise daily workloads whilst working efficiently and accurately under pressure.

Articulate self-starter with strong analytical and organisational skills.

Have a high degree of integrity and professionalism and be a collaborative “team player”.

You will have an undergraduate degree and be numerically minded.

Proficiency using Microsoft Office, particularly Excel/PowerPoint/Outlook.

To hear more about this exciting role, please contact Karen Consalvi on 020 7847 8874 or email your CV to [email protected]

Ref: KC968062

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

Apply Now

Refine Your Search

client services associate jobs in waltham abbey, ess

Client Services Associate

Client Services Associate

Client Services Associate

Client Services Associate (Entry Level - August 2026)

KYC Associate

Associate, Client Services (2027 Start)

Onboarding Associate

Partnerships Associate

Customer Experience Associate

Associate, Client Services - Nordic Languages Speaker (2027 Start)

Client Services Associate

Client Relations Associate

Associate, Client Services - Nordic Languages Speaker

Customer Associate

Client Delivery Associate

Associate – Client Relations - Benelux

Associate, Client Service

Associate, Client Services - Polish Speaker (2027 Start)

Associate, Company Secretarial Assistant

Customer Experience Associate

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