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Financial Services



Type of Position: Client Services Associate - London
Pay: £35k - £45k

Client Services Associate - London

We have an exciting opportunity for an individual to fill a Client Services Associate role in London. 


Job purpose:

• To deputise for the Client and Investment Administration Manager.

• To support the company in delivering a high quality, independent service to clients.

• To adhere to the ethos, culture and purpose of the Company



• Excellent communication skills

• Discretion and integrity

• Proactive approach

• Flexibility

• Drive and determination

• Meticulous attention to detail

• Ability to work under pressure and to tight timescales

• Team player and able to work under own initiative

• Planning and organisational skills

• Business and commercial awareness

• Enquiring mindset

• Broad knowledge of Xplan (desirable though not essential)

• Working knowledge of Excel spreadsheets


Specific tasks / responsibilities 

• Placing of transactions with platforms 

• Recording and monitoring of transactional data.

• Monitoring of cash balances of client investments.

• Maintenance of Implementation Spreadsheet and production of transaction summaries.

• Assistance in ensuring data on Xplan and investment provider websites is accurate and up-to-date.

• Assistance in preparation of tax packs for all clients.

• Deputising for Client and Investment Administration Manager in his absence.


If you are interested in this position, please email your CV to 

Apply for this job

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