Client Service Associate

England, London, Kensington and Chelsea
£25000 - £28000 per annum + Additional Benefits
14 Aug 2019
15 Aug 2019
Manjinder Kang
Job Title
Team Assistant
Industry Sector
Banking / Finance
Contract Type
Full Time


Client Service Associate

Up to £28K depending on experience

Kensington & Chelsea, London

This is a rare opportunity to join an established and successful private investment office that has an entrepreneurial and collegiate ethos as a Client Service Associate.

The role will offer much interaction across a range of people and will suit an individual who possesses good quantitative skills and an interest in the investment world.

With a broad remit, the successful candidate for this Client Service Associate position will assist in all activities relating to onboarding of new client accounts. Responsibilities will range from but not limited to:

  • Preparation of account opening documentation
  • Reviewing different client account structures and reviewing KYC documentation
  • Internal and third party account set up
  • Maintaining and logging of all documentation
  • Assist with the population and development of internal client information databases and reporting
  • Being the Client Service contact for a number of client accounts
  • Production of client statements and invoice preparation

A self-starter who demonstrates excellent team working abilities in a fast paced environment is going to be essential for this Client Service Associate role alongside superb attention to detail and professionalism. Strong academics to degree level is also required for this role and additional languages in particular French is advantageous.

The salary for this Client Service Associate is paying up to £28K depending on experience and role comes with good benefits.

VWA acts as an Employment Agency for this Client Service Associate position.

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