Client Services Assistant

  • Location
    London, Greater London
  • Category
    Banking - Client Services
  • Contract Type
  • Salary
    £ 35000 - £ 38000 / Year
  • OrganizationType

An incredible opportunity to work in in the client services team of a global asset management organisation. You will partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for their clients. You will be tasked with supporting Client Services Associates on the team, undertaking more junior tasks as you grow your knowledge and skills. You will bring a high level of care and attention to even the most basic task and will demonstrate intelligence through an ability to pick up new things quickly.

JOB ROLE: Client Services Assistant


SALARY: 35k - 38k

LOCATION: West End / Hybrid


  • Data Entry - Maintaining data within our systems as required

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

  • Dealing and settlement - Processing dealing points for our investments, in which shares are bought or sold on behalf of our clients, and assisting with cash settlement processes

  • Cash management - Processing payments in from clients and assisting with bank reconciliation processes

  • Enquiry Management - Using our case management system, resolving client email enquiries according to our industry leading SLAs

  • Call handling - Assisting our clients with their enquiries on the phone


  • Talent: Going above and beyond to deliver positive results

  • Intelligence: Effecting positive change through innovation

  • Maturity: Making our client feel valued

  • Excellence: Challenging the ordinary and creating impact

  • Excellent knowledge of the Office 365 environment package

  • Great organisational skills

  • High level of communication skills.

  • Be punctual with tasks and proactive.

  • Strong attention to detail.

  • Energetic and hard working.

  • High personal ethics and integrity.

This opportunity is being advertised by the Office Angels West End team.

Thank you for your interest in this role. All successful applications will be contacted within 5 working days. Due to the high volume of applications we receive we do ask for your patience to wait to hear from the consultant rather than to call us directly.

If you have not heard after 5 working days then unfortunately we were unable to consider your application on this occasion.

Office Angels West End branch look after roles in the following locations and all areas in between: Oxford Circus, Oxford Street, Covent Garden, Tottenham Court Road, Euston, Regent Street, Piccadilly, Leicester Square, Camden, Bond Street, Marble Arch, Marylebone, Mayfair, Baker Street, Edgware Road, Regents Park, St Johns Wood, Primrose Hill, Paddington, Hampstead.

Our Retail team looks after Fashion and beauty roles nationally.

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.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Jodie Lea