Client Services Associate - Asset Management - London

Job Title: Client Services Associate - Asset Management - London
Contract Type: Permanent
Location: London, England
Salary: £30000 - £35000.00 per annum
Reference: BBBH18503_1526409946
Contact Name: Charles Bodunrin
Contact Email:
Job Published: May 15, 2018 19:45

Job Description

Twenty Financial Services are working with a city based Asset Manager that are looking for a Client Services Associate 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 producing client reporting, 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 two year's 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