Connecting to LinkedIn...

Client Services Associate

Information About This Job

Job Title: Client Services Associate
Contract Type: Permanent
Location: London
Contact Name: Ben Cheema
Contact Email:
Job Published: 5 months ago

Job Description

Lawson Chase is working closely with a London based asset management company, who are currently looking to add to their already busy team but hiring a Client Services Associate.


Key Responsibilities

The client services associate plays a key part in maintaining systems such as Salesforce/KNEIP and In- house rebate system as well as performing diary tasks such as:

  • Monitoring Client Services Inbox

  • Answering and logging on Sales force calls received

  • Maintaining data Vendor static data files

  • Providing adviser training sessions to promote our in-house reporting tool – Sales force

  • Collaborating with other business areas to ensure client services is up to date with regulations/product changes and key company initiatives

  • Supporting the wider client services team


Key Competencies


  • Innovate, take bold steps forward

  • Stand up for what’s right

  • Question convention and stay curious



  • Use expertise to deliver on promises

  • Persevere to get the right outcome

  • Act with focus and care


Stronger together:

  • Collaborate, learn from experience, and adapt

  • Share openly and transparently

  • Listen, to include new perspectives


Additional Competencies

  • Credible, professional individual with strong personal integrity

  • Customer Focused

  • Attention to detail

  • Strong interpersonal capabilities in relationship management and communication

  • Motivated



  • Self starter

  • Proactive

  • Strong awareness of risk associated with asset management company.

  • Ability to work under pressure



  • IMC would be desirable


Additional Skills & Experience

  • Intermediate Excel Skills

  • Knowledge of IFA market i.e Networks and Nationals

  • Knowledge of platforms and intermediary sales channels

  • Knowledge of data vendors

  • Knowledge of Salesforce

  • Ability to work alone as well as in a team



Ref: | Published: 27 Nov 2018