Client Services Assistant - Leading Financial Services Group | Mayfair

A leading, award-winning financial services group is seeking a detail-focused Client Services Assistant to support their Operations team during a key period of growth.

This is a great opportunity for someone who genuinely enjoys administrative work, takes pride in accuracy and organisation, and feels energised by helping a team run smoothly. You’ll play an important role in ensuring new investors are onboarded efficiently across a range of investment products, while delivering a high standard of client service.

The role would suit someone who enjoys structure, is naturally organised and takes a proactive, team-oriented approach. You’ll be joining a collaborative, close-knit team where a positive attitude, attention to detail and willingness to get involved are valued.

Key Responsibilities:

• Processing new investment applications and checking documentation for accuracy and completeness
• Supporting the end-to-end client onboarding process, ensuring applications are handled efficiently and within agreed deadlines
• Carrying out checks in line with regulatory requirements
• Responding to email and telephone enquiries from clients, financial advisers and internal stakeholders
• Managing onboarding queries and escalating issues where appropriate
• Maintaining accurate client records and updating internal systems
• Logging, distributing and processing incoming post
• Providing general administrative support to the wider team
• Building effective relationships across the business to ensure a smooth onboarding experience
• Identifying opportunities to improve processes and enhance the client experience

What we are looking for:

• Previous administrative experience gained within a professional office environment
• Excellent attention to detail and a high level of accuracy
• Strong organisational skills, with the ability to manage multiple tasks and deadlines
• Good written and verbal communication skills
• A positive, professional and approachable manner
• A genuine interest in delivering excellent client service
• Good working knowledge of Microsoft Office, including Outlook, Word and Excel
• A collaborative mindset and willingness to learn new systems and processes
• A flexible, can-do attitude and the confidence to get involved wherever needed
• Financial services experience is welcome but not essential. The right attitude, attention to detail and willingness to learn are just as important.

You’ll be joining an established and growing financial services group with a collaborative, people-focused culture and a strong commitment to employee development and wellbeing.