Client Associate

5-CAFR/SD Client Associate - Private Wealth Competitive Salary Victoria Permanent Hybrid Working - 2 days from home 9am - 5:30pm The Client: A prestigious investment firm with approximately 250 in the London office and additional offices worldwide. The business has excellent staff retention and a fantastic track record of internal promotions and staff development! The Client Associate Role: This is a busy Client Associate role. Responsibilities will include (but are not limited to): Taking email and phone enquiries from clients, escalating where necessary Acting as first point of contact for clients; building and maintaining relationships Administration of the CRM system, including production of receipts, opening and closing client accounts and updating daily activity Producing client presentations Managing process of Quarterly Valuations - communications, collating reports, and scanning of client letters Administration - arranging client meetings, scanning and filing, inbox management Ad-hoc administration and support to the team and clients. If successful in the role, there is potential that the business would support future study of the IMC. Candidate Specification: Previous experience in a client-facing role, ideally working with HNW or UHNW clients Excellent communication skills - highly professional and to the highest standard, both written and verbal Excellent attention to detail and organisational skills Capable of working as part of a team and independently Excellent IT literacy - MS Office in particular. Additional Information: Excellent competitive salary and benefits, including discretionary bonus The business offer a hybrid working model of 2 days from home Hours are 9am - 5:30pm. If you are a service-driven professional looking to continue your career within financial services, please apply today!