Client Service Analyst - Investment Management - London

Job Title: Client Service Analyst - Investment Management - London
Contract Type: Permanent
Location: London, England
Salary: £30000 - £35000.00 per annum
Start Date: ASAP
Reference: BBBH20162_1543228343
Contact Name: Charles Bodunrin
Contact Email:
Job Published: November 26, 2018 10:32

Job Description

Twenty Financial Services are working with a leading provider of advice, Investments and Wealth Management who are looking for a Client Service Analyst to join a growing team.


  • Monitoring Client Services Inbox
  • Answering and logging on Salesforce calls received
  • Maintaining data Vendor static data files
  • Collaborating with other business areas to ensure client services is up to date with regulations/product changes and key company initiatives
  • Supporting the wider client services team
  • Providing adviser training sessions to promote our in-house


  • One year's experience in a client service role
  • Knowledge of IFA market i.e Networks and Nationals
  • Intermediate Excel Skills
  • Knowledge of platforms and intermediary sales channels
  • Knowledge of data vendors
  • Knowledge of Salesforce

If you are interested in discussing further, do contact Charles Bodunrin at Twenty Recruitment