Client Associate

5-CAFR/SDClient Associate - Private WealthCompetitive SalaryVictoriaPermanentHybrid Working - 2 days from home9am - 5:30pmThe 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 necessaryActing as first point of contact for clients; building and maintaining relationshipsAdministration of the CRM system, including production of receipts, opening and closing client accounts and updating daily activityProducing client presentationsManaging process of Quarterly Valuations - communications, collating reports, and scanning of client lettersAdministration - arranging client meetings, scanning and filing, inbox managementAd-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 clientsExcellent communication skills - highly professional and to the highest standard, both written and verbalExcellent attention to detail and organisational skillsCapable of working as part of a team and independentlyExcellent IT literacy - MS Office in particular.Additional Information:Excellent competitive salary and benefits, including discretionary bonusThe business offer a hybrid working model of 2 days from homeHours are 9am - 5:30pm.If you are a service-driven professional looking to continue your career within financial services, please apply today!