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Client Services Officer - London, United Kingdom,


A growing asset management firm based in London are looking for a Client Services Office to join their busy team. The role would suit someone who has worked within a client services role previously within the financial services industry.

Client Details

This role will be joining the client services team and to undertake administration of investors and advisers. You will work within a team of 4.

The role will be office based and will require the candidate to be organised and a confident communicator. The successful candidate will have experience in administration and customer service within the financial services industry.


The day to day activities will comprise all or some of the following:

Working in a team of three to achieve excellent customer service

Managing ongoing project work

Processing client applications

Fund administration tasks including calculation of investor distributions and adviser payments

Computer based administration tasks, involving Excel & Word

Use of Libris - our internal computer software (full training will be given)

Liaising with our external stakeholders

Liaising with other internal departments to ensure deadlines are met

Some dealing with incoming and outgoing post


Skills Required

Solid organisational and time management skills

An excellent standard of written and spoken business English

Ability to multi-task

A clear understanding of customer focus and strong communication skills

A pro-active, participate and flexible approach to problem solving

Excellent IT literacy and MS skills

Good attention to detail; good at prioritising tasks and delivering to required deadlines

A keenness to look for innovation and improvement across the company's systems

Job Offer

The individual will be expected to have a working knowledge of the financial services industry. They will be expected to respect the Company's rules and regulations particularly as they affect clients and the general regulatory environment in which the Company operates. In-house training will be given.