Client Associate
- Recruiter
- RMS Recruitment Limited
- Location
- England, London
- Salary
- £45000 - £60000 per annum + DOE
- Posted
- 02 Aug 2022
- Closes
- 30 Aug 2022
- Ref
- 20004
- Contact
- RMS Recruitment
- Job Title
- Concierge
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
Client Associate Role
A Family Office are looking for a Client Associate to join their growing team in London. The company was founded in 2012 by partners with a Hedge Fund and Corporate Finance background. With this investment pedigree, they provide wide-ranging services to a select number of families.
This is an exceptional opportunity for a high calibre, disciplined all-rounder, who thrives within a pressurised and fast-paced working environment, to work with senior management and be part of a close-knit and collaborative team.
With direct exposure to clients, they will be a natural ambassador taking great pride in their work and experience in managing a large number of small but important tasks often with strict deadlines. Selfmotivated, they must have strong follow-through skills and possess polished written and verbal communication, demonstrating emotional intelligence and conscientiousness.
Knowledge of financial services is desirable however a fast learner and solutions-driven candidate is equally advantageous.
Client Associate duties will include but not be limited to:
Compiling client communication materials
Proof-reading, preparing and formatting documents
Liaising with banks on all aspects of wealth management
Monitoring workflows, pushing forward action points
Maintaining CRM systems
Delivering on ad hoc client requests ranging from support on investments to travel, gifting and other varied projects
Essential attributes for Client Associate Role:
Superb English, attention to detail and proof-reading skills
Proven ability in providing seamless support under pressure
Exceptionally organised and always planning ahead
Confidence in working across time zones
High degree of emotional intelligence
Demonstrated analytical skills
Calm and composed A 'roll up your sleeves' attitude and team-orientated focus
Strong Microsoft Office skills
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