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Client Services Associate

Entry-level at Elliott James Consulting

Client Services Associate

Entry-level at Elliott James Consulting

  • LocationLondon, UK
  • Position levelEntry-level
  • Job period iconFull-time employment
  • Application deadline iconPosted on 11 Sep, 2018
  • Start date iconStart date:
  • Visa iconVisa Sponsor
  • Competitive£ 40,000.0 per year

Elliott James Consulting is working with a very well-regarded Investment Management firm based in London who are looking for a Client Services Associate


For the Client Services Associate position, we are looking for a candidate with an exceptional approach to client service who understands that the needs of clients are at the heart of everything we do and key to the success of our business. Within the Client Services Team, a can-do attitude and a supportive approach to team members are essential attributes. A wealth of financial services experience is not a prerequisite in applying for the role but a desire to develop skills and knowledge within a demanding work environment is critical. Excellent telephone manner and good experience of servicing clients on the phone is required. A very good command of written English is also imperative as you will be one of the main individuals on the team responsible for dealing with client enquiries.

The candidate will be able to resolve client/financial intermediary enquiries to the highest standard. They will display diligence by bringing a high level of care and attention to even the most basic task and will demonstrate their intelligence through an ability to pick up new things quickly. The candidate will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the future direction of the client.

Candidates who want to benefit from the broad range of knowledge and exposure they can expect from a smaller, dynamic Investment Manager should apply for this role.

The role

  • Enquiry Management – handling inbound calls and emails from our clients and delivering industry leading client service quality to our stakeholders. Working alongside your colleagues on the team to source answers
  • Client and MI Reporting – producing client reporting, including monthly holding reports, valuations and tax vouchers as well as being involved in providing MI data to the business
  • Client Communications – ensuring the highest degree of care and accuracy when producing, checking and distributing regular client communications
  • Change Management – using initiative to interrogate how we do things and acting as a key contributor to process improvement on the team with a focus on improving our client experience

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