Client Service Associate - Financial Services - London

Job Title: Client Service Associate - Financial Services - London
Contract Type: Permanent
Location: London, England
Salary: £32000.00 - £40000.00 per annum
Reference: BBBH16495_1505838551
Contact Name: Tom Baker
Contact Email:
Job Published: September 19, 2017 17:29

Job Description

Twenty Financial Services are currently working with a global Financial Services company who is looking to hire a Client Service Associate.

You will be responsible for:

  • Liaising with clients directly to help understand and resolve their queries, taking ownership of the queries, and ensure they are co-ordinated among departments, escalated as necessary, and dealt with in conjunction with SLA's and expectations.
  • Clear ongoing management of outstanding requests to ensure receives the required level of visibility.
  • Buildings close working relationships with clients to ensure they are receiving the best possible service and fully understand how to use the services available to them.
  • Assist with reporting requirements and external client reporting on a weekly/monthly basis.
  • Extracting/Manipulating data and presenting with powerpoint/excel
  • Support the onboarding process for new clients
  • Supporting the Sales teams with queries, product support and client interaction with regular service review meetings.


  • Bachelors Degree
  • Minimum of 3 years experience within a Client Service/Account Management environment, supporting clients at different management levels. This should preferably have been gained within the Financial Services sector.
  • Knowledge and understanding of Financial Markets and available products and services.
  • Strong Microsoft Office skills. Proficiency in Excel is essential.
  • Ability to work to tight deadlines and in a fast moving environment.
  • Excellent communication skills.

If you are interesting in discussing this role further, do contact Tom Baker from Twenty Recruitment