Client Services

Page Personnel Finance
Central London, London
16 Jun 2017
16 Jul 2017
Contract Type
Full Time

Client Service Advisor position within leading UK Investment Platform.

6 month fixed term contract based in the City.

Client Details

A fast growing investment platform company.

Excellent growth and progression offered in this UK leading company.


* Designated day-to-day contact with ownership for facilitating all clients' servicing. Ownership of client services email and delivery

* Ensuring all clients' reporting and servicing needs are delivered in accordance with our legal obligations and their requirements.

* Internal advocate for the client; liaise with Front, Middle and Back office teams with appropriate insight into the client's requirements

* Maintain ongoing dialog with our clients, addressing all routine requests for information and coordinating client meetings

* Liaise and establish strong relationships with internal support teams including marketing, risk, finance, compliance, operations etc. to ensure client servicing needs are met

* Participate in team projects to enhance internal client service procedures in accordance with industry best practices

* Developing new standardised reporting to support client demands.


  • Understanding of Investment Management industry - preferably Pension consulting/ pension admin markets
  • Innovative; creative; excellent communicator; self starter; and enthusiastic;
  • Highly organised
  • Able to use core IT systems in line with job requirements;
  • Ability to work under pressure and influence people.
  • Credible, professional approach with prospects, clients and colleagues;

Job Offer

Up to £30,000 pro rated over the 6 months

Potential permanent role after initial contract

Excellent company culture