Client Services & Assistant Relationship Manager

Your Role

You will support day-to-day operations, client servicing activities and administrative processes while working closely with experienced professionals in a dynamic financial environment.

• Coordinate administrative activities and ensure accurate management of documentation and records
• Support client onboarding processes and account-related administration
• Prepare, organize and maintain client files and regulatory documentation
• Manage correspondence, mailings and internal follow-up activities
• Assist in preparing presentations, summaries and reporting materials

• Support invoice management and vendor follow-up activities
• Assist with reconciliations and administrative financial processes
• Participate in periodic reporting activities and simple data analysis/extractions
• Provide support across operational workflows as business needs evolve

• Assist with KYC/AML documentation and onboarding processes
• Support preparation of internal compliance documentation and regulatory forms
• Liaise with internal stakeholders including operations, compliance and portfolio teams
• Ensure confidentiality and accuracy in all documentation handling

• Small and collaborative teams with close interaction with senior stakeholders
• Exposure to Wealth Management, Asset Management and banking environments
• Office-based role with occasional client interactions
• Varied responsibilities and strong visibility across departments
• Opportunity to contribute beyond a defined scope depending on business priorities

• Degree in Administration, Banking, Finance or equivalent
• Previous experience within banking, asset management, family office or financial services environments preferred
• Strong organisational skills and high attention to detail
• Good knowledge of Microsoft Office (Excel, Word, Outlook)
• Experience with banking platforms or fund administration systems is considered a plus
• Understanding of KYC/AML procedures would be advantageous
• Strong communication and interpersonal skills
• Client-oriented mindset with a proactive and solution-driven approach
• Reliable, discreet and comfortable handling sensitive information
• Team player with strong prioritisation abilities

Beyond one position, we are continuously supporting several teams and business units across the Wealth Management and financial ecosystem. Joining our network gives you visibility on a range of current and future opportunities aligned with your profile, allowing us to identify the best possible fit for your experience and long-term ambitions.