Client Services Assistant

Client Services Assistant *Advertised by OA West End

Are you looking for an opportunity to join a dynamic and rapidly growing organisation in the financial services sector? Our client, a leading investment management firm, is seeking a Client Services Assistant to join their highly esteemed Client Services Team. As a key member of the team, you will provide crucial support in managing client relationships and ensuring the smooth running of the business.

JOB TITLE: Client Services Assistant

COMPANY: Financial Services

CONTRACT: Permanent

LOCATION: Closest train stations: Euston, Warren St (hybrid working)

SALARY: £28,000 - £35,000

We are looking for a candidate with a can-do attitude, strong attention to detail, and excellent organisational skills. While experience in financial services is advantageous, it is not a prerequisite for this role. What matters most is your willingness to learn and thrive in a demanding work environment.

Your main responsibilities will include:

- Data Entry: Maintaining accurate and up-to-date information in our systems.

- Client Onboarding and Trade Entry: Processing new client applications and inputting trades into our systems.

- AML & KYC: Ensuring compliance with regulatory obligations and company policies.

- Cash Management: Assisting with processing client payments and bank reconciliations.

- Ad-hoc projects: Supporting the team with various projects and tasks.

- Enquiry Management and Call Handling: Providing exceptional customer service to our clients and resolving their inquiries.

What we offer:

• A supportive and inclusive company culture.


• Training and development opportunities.


• Recognition for your performance and contributions.


• The chance to contribute to improving operational procedures and the client experience.


• The opportunity to provide industry-leading customer service.

Apply now and join our client in shaping the future of investment management.

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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