Client Services Associate

We’re partnering with a highly respected financial services organisation to appoint a **Client Services Associate-**a pivotal role supporting custody and trustee clients while ensuring seamless operational delivery across a diverse client portfolio.

If you thrive in a fast‑paced, commercial environment and enjoy being the operational heartbeat behind exceptional client service, this role offers long‑term career development and exposure to complex financial transactions.

About the Role
As the Client Services Associate, you’ll manage the day‑to‑day administration of a portfolio of institutional clients, working closely with Relationship Managers to deliver best‑in‑class service.

You’ll be the primary contact for operational and administrative matters, ensuring obligations are met, documentation is accurate, and processes run smoothly.

This role suits someone who enjoys variety—balancing client interaction, compliance, administration, and problem‑solving.

Key Responsibilities

• Build and maintain strong relationships with clients and service providers
• Act as the operational point of contact for custody and trustee clients
• Resolve client queries promptly and professionally
• Understand and interpret transaction documents to ensure obligations are met
• Maintain accurate electronic client files and update internal systems
• Coordinate client and service provider meetings; update CRM notes
• Manage onboarding and offboarding processes across internal stakeholders
• Complete monthly reporting and fixed client service tasks
• Review and negotiate transaction documents from an operational standpoint
• Approve payment instructions and verify supporting documentation
• Support finance processes including billing and overdue invoice follow‑up
• Ensure adherence to policies, procedures, regulatory and legislative requirements
• Identify process improvement opportunities and manage operational risk
• Prepare procedures for new transactions and support cross‑team collaboration

About You
You’ll bring a strong foundation in financial services, ideally within trustee, custody, or a similar operational environment.

We’re looking for someone with:

• 3+ years’ experience in a similar role within financial services
• Strong understanding of trustee/custodian functions
• Ability to interpret and negotiate contractual and legal documents
• Excellent written and verbal communication skills
• High attention to detail and commitment to compliance
• Ability to manage multiple priorities under pressure
• Strong analytical, critical thinking and problem‑solving skills
• A proactive, team‑focused approach with the ability to work independently

Why This Role?

• Work with a respected institutional services provider
• Exposure to complex financial transactions and regulatory frameworks
• Supportive team environment with ongoing development
• Opportunity to broaden your product knowledge across multiple service lines

Ready to Apply? If you’re a driven Client Services professional looking to step into a role with depth, complexity, and genuine career progression, we’d love to hear from you.
Apply now or reach out for a confidential discussion.