Client Services Assistant - Permanent


Contract Type:


Recruiter Name:
Dave Hassett


Client Services Assistant
West End
Permanent Circa
£27,000 - £30,000

Fantastic position for a Client Services Assistant to join an asset management company based in West End on a permanent basis. 

Responsibilities for the Client Services Assistant will include:

  • Handling investment applications for open investment fund raises. 
  • Working closely with the Client Relationship team and highlight missing or incomplete application information. 
  • Providing support to investors and advisers. 
  • Handling queries and requests for information received from investors and advisors. 
  • Ensuring the Anti-Money Laundering checks are completed in line with FCA rules and internal procedures.
  • Tracking and reporting on re-investments.  
  • Following internal processes in relation to client administration. 
  • Administrative tasks when necessary such as scanning, filing etc. 

Successful Client Services Assistant will have: 

  • Strong verbal and written communication skills. 
  • Previous experience working within an office environment. 
  • The ability to handle queries from investors and advisers in a professional manner. 
  • Solid knowledge of Microsoft, Excel and Outlook skills. 
  • The ability to work well within a team.

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Consultant's Name
Dave Hassett

Industry Experience
I specialise in Operations and Middle Office recruitment. Prior to this I worked as a Corporate Action clerk within Northern Trust for nine years. I am able to provide detailed and comprehensive market knowledge for both my clients and candidates alike.

Phone: 0207 626 6065
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