Client Relations Associate

Progress your career in financial services at the forefront of modern investing.

Pension schemes invest trillions of pounds on behalf of millions of savers. Behind those investments sits a sophisticated operational infrastructure — platforms that allow pension schemes to access funds, manage portfolios, rebalance assets and monitor investment performance. My client is one of those platforms.

Now entering a period of planned growth, they are looking for a new member for their Client Relations team to join them in providing fantastic investment administration support for their institutional pension clients .

As a Client Relations Associate you will be a first point of contact for all Trustee enquiries, working closely with colleagues across middle and back office to deliver a seamless experience that have made this client one of best-in-class.

What you will learn and deliver:

Platform Infrastructure

• Investment platform operations

• Data governance

• Operational processes supporting institutional investing

Investment Operations

• Fund onboarding

• Data management and reporting

What we are looking for:

• Strong analytical and problem-solving ability

• Excellent attention to detail

• Clear communication skills

• Ability to manage multiple priorities

• Curiosity about financial markets and investment operations

Desirable:

• CISI Investment Operations Certificate (or willingness to study towards it)

• Experience in pensions, investment operations or asset management

Although this is a fixed-term contract, our client is keen to add real value to this experience and are looking for someone with genuine determination to build a career in the investment sector.

On offer is a salary of £30,000 to £34,000 pro-rata, plus inclusion in their employee benefits program that includes pensions, life cover, private medical insurance, income protection and 25 days holiday, again pro-rata.