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Client Service Associate

Employer
Meredith Brown Associates
Location
London, United Kingdom
Salary
Competitive Salary
Closing date
May 12, 2021

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time

Role & Responsibilities

  • Support senior members of the team with operational client responsibilities.
  • 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
  • Liaise with custodians, trustees and third-party administrators, to ensure investments are correctly transacted and settled in an accurate and timely manner
  • Grasp a detailed understanding of the products our clients invest in
  • Ensure all transactions are recorded accurately using our in-house systems
  • Work with Principals/Senior Associates reviewing the currency exposure of client portfolios
  • Assist with the collection of client valuation data and with the entry of key data information.

Background & Experience

  • Have an excellent academic record, having graduated from a reputable university with a 1:1 or 2:1 degree, as well as strong A Levels (Maths/ Economics is preferred but not essential).
  • Have prior experience of working within Financial Services, even at internship level.
  • 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.
  • Demonstrate a high level of attention to detail and be very comfortable working with numbers.

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