Associate - Business Leads

Client Services Associate

My client is a leading independent providers of discretionary wealth management. 

They specialise in helping clients protect and grow their wealth and services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

This role would suit someone with prior financial services experience, and a couple of years experience post graduation - its an ideal second job and a brand new role so a great chance for someone to make their mark.


Experienced in delivering exceptional client interactions in a professional and caring manner
Strong communication skills, both verbally and in writing
Enjoys interacting with people over the phone

The Bank are currently seeking to recruit an Associate to manage and oversee initial engagement with new prospects and respond to client queries received via our website. This is a brand new, hands-on role which requires someone who enjoys speaking to people and developing an understanding of their needs, before directing queries to the relevant  team. We are therefore seeking an enthusiastic individual who is able to engage with customers, understand their needs / how we can help and, ultimately, deliver an exceptional client experience.

Principal Activities

The role encompasses a broad range of responsibilities, including:
Answering phone calls from prospects and engaging with them to understand their short-, medium- and long-term needs
Following-up on client/prospect requests and queries received via the website (at a time of the customer’s choosing), either by responding directly or allocating these to the relevant team
Strengthening relationships by effectively engaging with clients and prospects on their terms within a multi-channel environment



Job type:
Banking & Financial Services
City of London
Banking and Capital Markets
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Talk to a consultant

Talk to Carl Denham, the specialist consultant managing this position, located in London City

107 Cheapside, London, EC2V 6DN

Telephone: 0203 465 0109

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