Hays
Client Services Associate
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Job Title: Client Service Associate
Location: London
Working Pattern: Onsite
Contract Duration: 1st Dec 2026
Your role
We are looking for a professional to support Client Advisors in managing relationships with external asset managers, delivering exceptional client service, and ensuring the efficient handling of banking and investment-related activities.
You will:
- Work closely with a Client Advisor and jointly manage a demanding portfolio of external asset manager clients.
- Support Client Advisors with daily administrative, operational, and client service activities.
- Maintain direct telephone and personal contact with clients, handling account opening documentation, fixed-term deposits, foreign exchange transactions, payment orders, account closures, and other client requests.
- Coordinate product maturities, monitor pending tasks, maintain client static data, and perform various control and reconciliation activities.
- Act as the key liaison between clients, back-office teams, and specialist departments, while gaining exposure to a broad range of Wealth Management products and services.
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You will work with:
- Client Advisors serving large external asset managers across the UK market.
- Back-office teams and specialist departments across Global Wealth Management.
- External Asset Managers and professional financial services clients.
Your expertise
- IOC Level 3 qualification or higher (can be completed after joining).
- Ideally several years of experience in a front-office banking environment.
- Good knowledge of banking products, financial markets, and wealth management services.
- Strong proficiency in Microsoft Office and other IT applications.
- Excellent communication skills and ability to interact confidently with clients and internal stakeholders.
- Strong organisational skills with the ability to manage multiple priorities effectively.
- Ability to work independently, take ownership, and remain calm under pressure.
- A proactive team player with strong attention to detail and a quick ability to learn and adapt.
- Structured, reliable, and service-oriented approach to work.
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This role is advertised via Hays.
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