Client Services Associate
Listed on 2026-09-13
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Services
The Role
We are seeking an experienced Client Services Associate to join a high-performing investment and wealth management team supporting affluent and high-net-worth clients.
You’ll combine strong knowledge of investments and pensions with excellent client-service skills, managing complex enquiries, supporting onboarding and building trusted relationships with clients.
Key Responsibilities- Provide a high level of service to affluent and HNW clients across telephone, digital channels and scheduled meetings.
- Manage client onboarding, ensuring a smooth and professional experience.
- Handle complex pension and investment transfers, coordinating with internal teams and external providers.
- Lead client meetings relating to pension and investment services.
- Act as an escalation point for complex queries and support colleagues with specialist knowledge.
- Keep up to date with investment markets, products, pensions and relevant regulatory considerations.
- Contribute to team training, knowledge sharing and improvements to client-service processes.
- Experience in investments, wealth management, private banking, pensions or financial services.
- Strong knowledge of pensions and investment products.
- Experience working with affluent or high-net-worth clients.
- Excellent communication, relationship-management and problem-solving skills.
- Confidence handling complex or sensitive client situations.
- A relevant Level 4 financial services qualification, such as an investment, financial planning or investment management qualification.
- Degree-level education or equivalent professional experience.
A great opportunity to work with sophisticated clients, broaden your investment and pension expertise, contribute to service improvements and build your long-term career within a specialist financial services environment.
Please note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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