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: BBBH21289_1554743420
Contact Name: Charles Bodunrin
Contact Email:
Job Published: April 08, 2019 18:10

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.


  • Handling inbound calls and emails from our clients and delivering industry leading client service quality to our stakeholders
  • processing deals from other financial organisations and overseeing all Fund operations for our regulated OEICS, including dealing, settlement and stock transfer
  • Producing client reporting, including monthly holding reports, valuations and tax vouchers as well as being involved in providing MI data to the business
  • processing of product distributions, including capital returns and biannual income payments from our OEICs


  • 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.