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KennedyPearce Consulting
Client Services AssociateKennedyPearce Consulting • Ampthill, Bedfordshire, United Kingdom
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Client Services Associate

Client Services Associate

KennedyPearce Consulting • Ampthill, Bedfordshire, United Kingdom
13 days ago
Job type
  • Full-time
Job description

Job Description

About the Company:



Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.



Our client, a leading Investment Manager, is currently seeking a Client Services Associate


.The successful candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. You will work with both the broader Operations and Investment teams across all offices



.

Key Responsibilitie




  • s:
    The role is not client facing; all client relationships are managed by the Investment Principals and Partners. However, strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise, such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, and ban


ks.You will be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security te


am.You will ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channe




ls.

Candidates must have experie




  • nce:
    Have a relevant qualification and/or equivalent work experi


ence.Have approximately two years, or equivalent, prior experience of working within Financial Services/Asset or Investment Management – internships will also be consid


ered.Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Out


look.Be an articulate self-starter with strong analytical and organisational sk


ills.Be able to prioritise daily workloads whilst working efficiently and accurately under pres


sure.Be able to multi-task in a fast-paced investment environ


ment.Demonstrate a high level of attention to detail and be very comfortable working with num


bers. xwwtmva Have a high degree of integrity and professionalism and be a collaborative “team pla



yer”.

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Client Services Associate • Ampthill, Bedfordshire, United Kingdom

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