Client Service Associate

Meredith Brown Associates
London, United Kingdom
Competitive Salary
May 02, 2021
Jun 08, 2021
Job Role
Contract Type
Full Time
Level of qualification
CIMA, Newly qualified, Qualified

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.