About

Are you looking to build a career in client service and sales support within a collaborative, professional environment? This opportunity offers a strong foundation for a motivated individual to develop across client relationship management, reporting, and process improvement within a leading investment business. About the Role As a Client Service Associate, you’ll be part of a small, close-knit team that supports the wider sales and investment function. The role combines elements of client servicing, data management, and reporting, giving you a broad view of how an investment business operates day to day. You’ll act as a first point of contact for client and adviser queries, help manage reporting cycles, and contribute to internal projects that drive efficiency and improve service delivery. It’s a varied, dynamic position offering genuine scope to shape your own path. Key Responsibilities Responding to client and adviser queries by phone and email, ensuring professional and timely communicationProducing, checking, and distributing client reports and materials with a strong focus on accuracy and presentationWorking closely with sales, operations, and investment teams to support data-driven decision-makingAssisting with regulatory and Consumer Duty reportingMaintaining CRM data and supporting process enhancements across the teamContributing ideas for service improvement and client engagement initiatives About You This role suits someone detail-focused, confident, and eager to learn. It would equally suit a bright graduate with relevant internship experience or a professional with up to 2–3 years in financial services or another analytical, client-facing setting. You will bring: Excellent written and verbal communication skillsA proactive and organised approach to your work<