Client Service Associate
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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