KennedyPearce Consulting
Client Services Associate
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About the Company:
Our client, a leading Investment Manager, is currently seeking a Client Services Associate. The successful candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. You will work with both the broader Operations and Investment teams across all offices.
Key Responsibilities:
The role is not client facing; all client relationships are managed by the Investment Principals and Partners. However, strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise, such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, and banks.
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Candidates must have experience:
- Have a relevant qualification and/or equivalent work experience.
- Have approximately two years, or equivalent, prior experience of working within Financial Services/Asset or Investment Management – internships will also be considered.
- Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook.
- Be an articulate self-starter with strong analytical and organisational skills.
- Be able to prioritise daily workloads whilst working efficiently and accurately under pressure.
- Be able to multi-task in a fast-paced investment environment.
- Demonstrate a high level of attention to detail and be very comfortable working with numbers.
- Have a high degree of integrity and professionalism and be a collaborative “team player”.
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