Associate, Client Service

We are looking for a highly skilled and driven Client Service Associate to join our EMEA Private Wealth Client Service team in London.

This hybrid role offers 18 remote workdays per quarter, subject to manager approval.

• Act as a central point of coordination for client inquiries across all fund types and account structures within EMEA.
• Meet strict deadlines and service level agreements, efficiently prioritizing numerous simultaneous requests.
• Triage, track, and respond to client inquiries accurately and efficiently, applying established workflows.
• Coordinate responses across multiple functional teams to ensure timely and high-quality delivery.
• Challenge existing processes and proactively find improvement opportunities to enhance efficiency and client outcomes.
• Drive initiatives that standardize workflows, reduce manual intervention, and improve turnaround times.
• Identify alignments across regions, clients, and request types to support a scalable service model.
• Contribute to the development and ongoing enhancement of procedures and guidelines.
• Support adoption of automation, technology, and data-driven insights to improve service delivery.
• Build and maintain strong relationships with clients and internal collaborators across investment, accounting, legal, compliance, and other specialist teams.
• Work closely with Account Managers to support ongoing client service and new client outreach.
• Provide insight into client activity, trends, and potential risks to support broader relationship management.
• Apply sound judgment to client requests, balancing responsiveness with efficiency and scalability.
• Advance complex or sensitive issues with clear context and recommended solutions.

• Experience balancing multiple priorities and achieving results under pressing deadlines in a rapid work environment.
• Proactive perspective characterized by challenging conventional methods and encouraging steady progress.
• Strong analytical and problem-solving abilities, with a talent for uncovering opportunities to improve efficiency.
• Excellent communication skills, with the ability to interact effectively with internal and external collaborators.
• Strong relationship management skills and a collaborative, team-oriented approach across regions and functions.
• Strong focus on detail combined with the capacity to think strategically.
• Familiarity with investment concepts and comfort working with financial data.
• Experience with CRM and workflow tools (e.g., Salesforce) and a passion for applying technology to improve processes.
• European language skills are a plus.

• Bachelor of Arts (B.A.) or equivalent experience.
• 3‑5 years of financial services experience in client service or operations (Associate level) preferred.

Harbour Vest is an equal opportunity employer.