Client Service Associate

Job Title

Client Service Associate

Location

London

Working Pattern

On-site

Contract Duration

1st Dec 2026

Your role

We are looking for a professional to support Client Advisors in managing relationships with external asset managers, delivering exceptional client service, and ensuring the efficient handling of banking and investment-related activities.

You will

• Work closely with a Client Advisor and jointly manage a demanding portfolio of external asset manager clients.
• Support Client Advisors with daily administrative, operational, and client service activities.
• Maintain direct telephone and personal contact with clients, handling account opening documentation, fixed-term deposits, foreign exchange transactions, payment orders, account closures, and other client requests.
• Coordinate product maturities, monitor pending tasks, maintain client static data, and perform various control and reconciliation activities.
• Act as the key liaison between clients, back-office teams, and specialist departments, while gaining exposure to a broad range of Wealth Management products and services.

You will work with

• Client Advisors serving large external asset managers across the UK market.
• Back-office teams and specialist departments across Global Wealth Management.
• External Asset Managers and professional financial services clients.

Your expertise

• IOC Level 3 qualification or higher (can be completed after joining).
• Ideally, several years of experience in a front-office banking environment.
• Good knowledge of banking products, financial markets, and wealth management services.
• Strong proficiency in Microsoft Office and other IT applications.
• Excellent communication skills and ability to interact confidently with clients and internal stakeholders.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• Ability to work independently, take ownership, and remain calm under pressure.
• A proactive team player with strong attention to detail and a quick ability to learn and adapt.

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