Client Services Manager, Investment Management
Ref. V-49494
£28,000 - £32,000 Per Annum
London
Permanent
Posted 6 hours ago
Overview
Client Service Manager – Investment Management
Location: Mayfair, London (Office-based, 5 days/week)
Salary: £28,000 – £32,000 + Excellent Benefits + Social Perks
Start Date: Ideally Monday, 3rd June
Are you a confident and organised administrator with a degree and at least one year of client-facing experience in a corporate setting? Would you thrive in a prestigious Mayfair investment firm, supporting high calibre professionals and liaising directly with valued clients? If so, this is a rare and exciting opportunity to become part of a high-performing, people first business where you’ll make a real impact.
We are seeking a Client Service Manager to join a Portfolio Management team, supporting a group of successful and dynamic Investment Managers who work closely with High Net Worth Individuals (HNWIs). You’ll be a trusted first point of contact for established clients—handling calls and emails, preparing key documentation ahead of meetings, and ensuring every interaction is smooth, professional, and reflective of our gold-standard service ethos.
This is a fast-paced, highly visible role that combines client liaison, compliance, and team support in equal measure, perfect for someone who thrives on responsibility, takes initiative, and genuinely enjoys delivering exceptional service.
Client-Facing & Compliance:
Be the face of first-class service. Step into Mayfair and make your mark.
Location: Mayfair, London (Office-based, 5 days/week)
Salary: £28,000 – £32,000 + Excellent Benefits + Social Perks
Start Date: Ideally Monday, 3rd June
Are you a confident and organised administrator with a degree and at least one year of client-facing experience in a corporate setting? Would you thrive in a prestigious Mayfair investment firm, supporting high calibre professionals and liaising directly with valued clients? If so, this is a rare and exciting opportunity to become part of a high-performing, people first business where you’ll make a real impact.
We are seeking a Client Service Manager to join a Portfolio Management team, supporting a group of successful and dynamic Investment Managers who work closely with High Net Worth Individuals (HNWIs). You’ll be a trusted first point of contact for established clients—handling calls and emails, preparing key documentation ahead of meetings, and ensuring every interaction is smooth, professional, and reflective of our gold-standard service ethos.
This is a fast-paced, highly visible role that combines client liaison, compliance, and team support in equal measure, perfect for someone who thrives on responsibility, takes initiative, and genuinely enjoys delivering exceptional service.
Client-Facing & Compliance:
- Serve as the first point of contact for HNWI clients and intermediaries.
- Manage client onboarding, Know Your Client (KYC), and suitability processes.
- Ensure all verification documentation is accurate and up to date.
- Work with Compliance and Operations teams to ensure full regulatory adherence.
- Prepare detailed meeting packs and fund data ahead of client appointments.
- Run quarterly valuations and draft professional client correspondence.
- Manage diaries, book travel, and process expenses for Investment Managers.
- Handle payment instructions following necessary verification checks.
- Degree educated, with a minimum of 1 year’s experience in a client-facing administrative role within a corporate environment.
- Excellent communication skills—professional, confident, and proactive.
- High attention to detail, strong organisational skills, and ability to prioritise.
- Proficient with Microsoft Office and CRM systems.
- A team player with a genuine passion for delivering outstanding client service.
- Competitive salary of £28,000 – £32,000, dependent on experience
- Excellent benefits package and generous holiday allowance
- Sociable, vibrant working environment in a contemporary Mayfair office
- Clear opportunities for training, development, and career growth
- A supportive and high-achieving team where both clients and staff come first
Be the face of first-class service. Step into Mayfair and make your mark.