Client Services Associate

Overview

In this role you support institutional client relationships from a London office, enabling smooth operations and timely servicing. You will work with cross-functional teams to handle onboarding, reporting, and documentation, helping the firm scale its client service capabilities. You’ll develop a solid understanding of fund structures, processes and regulatory context, contributing to a high-performing, growth-focused environment. This position offers clear paths for career development within a distinctive investment management organisation and exposure to key client interactions.

Responsibilities

• Provide day-to-day operational support for key institutional clients
• Manage, track and respond to client queries in a timely and professional manner
• Assist with client onboarding, ensuring accurate documentation and processes
• Support production of quarterly client reports and other investment reporting materials
• Contribute to completion of RFPs, DDQs and related client documentation
• Develop understanding of fund structures, operational processes and regulatory frameworks

Key requirements

• Undergraduate degree (or equivalent)
• 1-3 years in a client services, operations or similar role within investment management
• Strong analytical skills with ability to build and maintain client relationships
• Proficiency in Excel and MS Office
• Highly motivated, detail-oriented, eager to learn

• Relationship building
• Attention to detail
• Proactive communication
• Excel
• MS Office
• investor reporting

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