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
Start Date: ASAP
Reference: BBBH20993_1551457164
Contact Name: Charles Bodunrin
Contact Email:
Job Published: March 01, 2019 16:19

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.


  • Processing deals from other financial organisations and overseeing all Fund operations for the regulated OEICS, including dealing, settlement and stock transfer
  • Initial & Ongoing screening and ensuring compliance with regulator obligations and Company policies. Use of Equifax and Thomson Reuters World Check
  • Work with outsourced custodians and administrative partners to ensure seamless service delivery for the clients
  • Process new client applications for this firms suite of tax products


  • At least two years' experience in a client service role within the Financial Services
  • Able to resolve client/financial intermediary enquiries to the highest standard
  • Display thoroughness by bringing a high level of care and attention to your work
  • Excellent communications written/spoken English
  • Good excel skills (pivot table, v-look up) - VBA would be beneficial
  • Experience in Client and MI Reporting

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.