, , Investor Services Associate - London - Artemis Recruitment Consultants

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services



Type of Position: Investor Services Associate - London
Pay: £25k - £35k

Investor Services Associate - London

Our client is looking for a talented Investor Services Associate to join their team in London.

Job Purpose

• Process and administer Fund Managers (PFM) business timely and accurately.

• Support the management of Portfolio Management (PPM) business.

• Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external).

• Act as a point of escalation between Fund Managers and Portfolio Managers.

• Support and proactively manage PFM and PPM projects as they relate to Investor Services.

• Be proactive in managing the launch and ongoing administration of the distribution portal (Connect).

• Service clients and advisers timely and accurately, and in line with the propositions.

• Support any testing or project requirements relating to operational or regulatory changes.

Education / Qualifications 

• Educated to GCSE level or equivalent 

 Experience / Knowledge 

• Experience of working in Investor / Client Services in the finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role 


• Team player with a positive, results orientated approach;

• Communication skills with the ability to communicate effective – both written and verbally at all levels;

• Strong Interpersonal skills;

• Ability to prioritise workload and adhere to deadlines;

• Good Problem Solving skills.

• Ability to demonstrate tact and diplomacy when coping with difficult situations;

• Good administrative and personal organisational skills;

• Good numeracy skills.

• Good IT skills / ability to use Microsoft Office and Excel. 


If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.