Client Service Manager, Investment Management
Ref. V-51681-1
£28,000 - £32,000 Per Annum
London
Permanent
Posted 3 hours ago
Overview
Graduate Opportunity: Client Service Manager – Investment Management
Location: Mayfair, London (Office-based, 5 days per week)
Salary: £28,000 – £32,000 + Excellent Benefits + Social Perks
Start Date: August 2025
Are you a bright, ambitious graduate with a degree in Finance, Economics or a related field? Have you completed internships or gained one year of experience in investment administration or financial services? If you're passionate about building a career in investment management and delivering exceptional client service, this role could be your ideal next step.
We’re working with a prestigious Mayfair-based investment management firm to find a high-potential Client Service Manager to support a team of talented Portfolio Managers. This is an outstanding opportunity for a future-focused graduate who thrives in a professional environment, has a keen interest in wealth management, and is hungry to learn, grow, and contribute.
The Role
You’ll be joining a high-performing team, supporting Investment Managers who work closely with High Net Worth Individuals (HNWIs). This role is both client-facing and operational. No two days will be the same. You’ll build trusted client relationships, help manage key compliance processes, and provide top-tier support to your team.
Your responsibilities will include:
Sound like you? Apply now and bring your passion for finance to life in one of London's most prestigious firms.
Location: Mayfair, London (Office-based, 5 days per week)
Salary: £28,000 – £32,000 + Excellent Benefits + Social Perks
Start Date: August 2025
Are you a bright, ambitious graduate with a degree in Finance, Economics or a related field? Have you completed internships or gained one year of experience in investment administration or financial services? If you're passionate about building a career in investment management and delivering exceptional client service, this role could be your ideal next step.
We’re working with a prestigious Mayfair-based investment management firm to find a high-potential Client Service Manager to support a team of talented Portfolio Managers. This is an outstanding opportunity for a future-focused graduate who thrives in a professional environment, has a keen interest in wealth management, and is hungry to learn, grow, and contribute.
The Role
You’ll be joining a high-performing team, supporting Investment Managers who work closely with High Net Worth Individuals (HNWIs). This role is both client-facing and operational. No two days will be the same. You’ll build trusted client relationships, help manage key compliance processes, and provide top-tier support to your team.
Your responsibilities will include:
- Acting as the first point of contact for valued clients and intermediaries
- Managing KYC, onboarding and suitability reviews
- Preparing detailed fund and valuation reports ahead of client meetings
- Supporting Investment Managers with diary management, meeting packs and travel
- Ensuring all documentation is accurate and meets compliance standards
- A 2:1 or First-Class degree in Finance, Economics, or related discipline
- At least one year’s experience in investment operations, client service, or administration, internships or graduate schemes welcome
- Demonstrable interest in investment and wealth management, CISI study or similar is a plus
- A confident communicator with excellent interpersonal and organisational skills
- Meticulous attention to detail, integrity, and a proactive approach
- £28,000 – £32,000 depending on experience
- Career progression, mentorship, and financial support for industry qualifications
- A collaborative, social, and ambitious culture in the heart of Mayfair
- Excellent benefits, generous holiday allowance, and regular team events
- The chance to build a long-term career in a well-respected investment firm
Sound like you? Apply now and bring your passion for finance to life in one of London's most prestigious firms.