Client Services Associate - Asset Management

Client Services Associate – Asset Management
£28,000 - £35,000 basic plus benefits & bonus
London

Regarded as one of the UK’s top Asset Management Consultancies, this firm pride themselves on providing bespoke investment advice to institutional clients.

Due to expansion, a competent individual is required to join the client services team in London, whom essentially are in place to deliver excellent customer service to the firms clients. This role will see you prepare monthly and quarterly reports for clients, focusing on providing explanations of clients investment returns in the context of their actuarial requirements. On occasion, this will also involve analytical and research work where required to support senior consultants. Other areas of the role will include:

• Investment governance
• Provision of training to clients on investment-related matters
• Development and ongoing review of clients’ objectives and investment strategy
• Responding to, checking and reviewing responses to audit requests
• Responding to auditors’ queries
• Liaising with accountants in respect of their queries
• Assist in production of annual investment report

The ideal candidate will either be a part-qualified accountant  with a vested interest in investment management, a part qualified actuary or an individual enrolled in the CFA/ IMC program with a keen interest on institutional investment. Salary is pitched between £28,000 - £35,000 basic.