Client Services Assistant - Asset Management - London

Job Title: Client Services Assistant - Asset Management - London
Contract Type: Permanent
Location: London, England
Salary: £25000 - £30000 per annum
Reference: BBBH18503_1529074333
Contact Name: Charles Bodunrin
Contact Email:
Job Published: June 15, 2018 15:52

Job Description

Twenty Financial Services are working with a city based Asset Manager that are looking for a Client Services Assistant to join a growing team.


  • This candidate will be handling inbound calls and emails from our clients and delivering industry leading client service quality to our stakeholders. Working alongside your colleagues on the team to source answers
  • You will be assisting with production of the client reports, including monthly holding reports, valuations and tax vouchers as well as being involved in providing MI data to the business
  • Using initiative to interrogate how we do things and acting as a key contributor to process improvement on the team with a focus on improving our client experience
  • Ensure the highest degree of care and accuracy when producing, checking and distributing regular client communications


  • At least 6 months experience in a client service role within the Financial Services
  • Able to resolve client/financial intermediary enquiries to the highest standard
  • Excellent telephone manner and good experience of servicing clients on the phone
  • Excellent communications written/spoken English

This is a great opportunity to join a smaller, dynamic Investment Manager. If you are interested in discussing this role further, do contact Charles Bodunrin at Twenty Recruitment