Client Services - Recent Graduate

A fast-growing boutique firm is looking for a recent graduate to join an investment firm based in London. Our client is looking for recent graduates who have a keen interest in the investment space, having completed relevant internships and hold a finance-related degree . The ideal candidate will be enthusiastic, confident and have a keen interest in building long-term relationships.

You will be working as part of a team where you will be targeting a broad range of clients from wealth managers, investment advisors and corporate finance firms . Key responsibilities of the role include:

• Responsible for the onboarding of new clients with the long-term progression of managing a number of clients.
• Manage a range of client queries being the primary point of contact for client requests.
• Involved with assisting of the due diligence processes, client documentation, reviewing financial promotions and submitting FCA applications.

The ideal candidate will have:

• Recently graduates in a finance-related degree with a 2:1 preference
• Confident, proactive personality to develop the business and offer strong people skills
• An interest to complete additional financial qualifications alongside your daily duties

The team has a high performing and growing culture and they are looking for confident and enthusiastic graduates who are interested in a client supporting role.

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