Client Service Associate

Posted 13 July 2022
Salary 63-82K
Job type Permanent
DisciplineFinancial Services
ContactBelle Wint

Job description


  • Investigate and answer non-investment decision related client and investment team inquiries

  • Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions

  • Efficiently lead the onboarding of new clients by proactively managing internal and external data and regulatory information requests and keeping a client centric focus

  • Engage with client contact(s), investment teams, and other internal business areas to ensure effective communication regarding the implementation of investment decisions

  • Enter approved transactions into internal trade order system, ensuring prompt and accurate processing by internal groups, and generally overseeing full transaction lifecycle

  • Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)


  • BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio related operations valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.

  • Ability to work on several projects simultaneously, both independently and collaboratively

  • Demonstrated skill in project management and prioritization

  • Familiarity with Anti-Money Laundering/Know Your Customer Regulations as well as Due Diligence requirements

  • Understanding of currency and derivative overlay implementation and monitoring

  • Strong interest in and general knowledge of investments and financial markets

  • Experience with Bloomberg and FactSet is a plus.


To apply, please send your updated CV to Belle Wint at, quoting the job title or Click Apply Now.

Due to an anticipated high volume of applicants, we regret that only shortlisted candidates will be notified.