Client Service Associate
Client Service Associate role within Global Wealth Management firm.
Client Advisory role managing the full client life cycle.
About Our Client
My client is an independent investment advisory firm offering wealth management services to high net worth private clients. With considerable client assets under supervision, and extensive expertise in financial services, my client has developed an integrated platform to deliver a full range of services to its clients.
Your primary responsibilities shall be to work closely with and support the Chief Executive Officer and the Managing Partner with building and maintaining relationships with existing clients and, assessing and executing transaction opportunities.
You will be expected to take primary coverage responsibility on certain clients, and ensure regular contact as well as coordinate with clients, custodian banks, and product issuers to ensure smooth running of client account, servicing and execution.
The Successful Applicant
1-3 years experience within Financial Services - ideally in a Client Service/ Operations.
What's on Offer
£200 a day
Excellent experience in a multi-functional role