Leading institutional brokerage firm based in the city currently seek an experienced Client Services Associate on a 12-month fixed contract basis

Role Purpose

To own and improve the client experience for a range of institutional clients, delivering exceptional service and managing long-term relationships.

Key Responsibilities:

• Be the 'Customer Champion' - advocate for client needs internally and externally
• Manage and improve service delivery across a portfolio of clients
• Handle all live client issues, raise JIRAs, and drive root-cause resolution
• Support structured client engagement activities, including business reviews and feedback loops
• Produce and analyse client MI packs and dashboards
• Assist in the development and enhancement of the Client Query Portal
• Partner with Relationship Managers, Product, Delivery, and Compliance teams to ensure full alignment
• Monitor SLA performance and support process improvement initiatives
• Respond to client due diligence requests and maintain accurate CRM records

Candidate Essential Experience Required

• Experience in client services, relationship management, or account management
• Background in Wealth Management, Investment Platforms, or Custodian Services
• Strong commercial awareness with a client-first mindset
• Highly organised with excellent communication and interpersonal skills
• Able to produce high-quality MI and use insights to inform strategic decisions
• Knowledge of key regulations (e.g., FCA, CASS, AML, TCF) is a plus