Client Service Associate

Job Title:

Client Service Associate

Location:

London Working Pattern:
On-site Contract Duration: 1st Dec 2026

Your role We are looking for a professional to support Client Advisors in managing relationships with external asset managers, delivering exceptional client service, and ensuring the efficient handling of banking and investment-related activities. You will:
Work closely with a Client Advisor and jointly manage a demanding portfolio of external asset manager clients. Support Client Advisors with daily administrative, operational, and client service activities. Maintain direct telephone and personal contact with clients, handling account opening documentation, fixed-term deposits, foreign exchange transactions, payment orders, account closures, and other client requests. Coordinate product maturities, monitor pending tasks, maintain client static data, and perform various control and reconciliation activities.

Act as the key liaison between clients, back-office teams, and specialist departments, while gaining exposure to a broad range of Wealth Management products and services. You will work with Client Advisors serving large external asset managers across the UK market. Back-office teams and specialist departments across Global Wealth Management. External Asset Managers and professional financial services clients. Your expertise IOC Level 3 qualification or higher (can be completed after joining).

Ideally, several years of experience in a front-office banking environment. Good knowledge of banking products, financial markets, and wealth management services. Strong proficiency in Microsoft Office and other IT applications. Excellent communication skills and ability to interact confidently with clients and internal stakeholders. Strong organisational skills with the ability to manage multiple priorities effectively. Ability to work independently, take ownership, and remain calm under pressure.

A proactive team player with strong attention to detail and a quick ability to learn and adapt. Hays Talent Solutions is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at