Job Description:

Core-Asset Consulting is working with a leading investment management firm to recruit a Client Service Associate to join their Glasgow team.

The successful candidate will act as a key point of contact for client administration matters, supporting investment professionals and ensuring client lifecycle processes are completed efficiently and accurately. The role will involve managing a broad range of client-facing and operational activities while maintaining a strong focus on service delivery and stakeholder communication.

Essential Skills/Experience:

• Previous experience within a client service or administration role in financial services
• Strong understanding of client lifecycle and onboarding processes
• Experience working within an investment management or wealth management environment is preferred
• Excellent organisational and communication skills
• Strong attention to detail with the ability to manage multiple priorities effectively
• Confident liaising with clients and internal stakeholders
• Ability to work collaboratively while taking ownership of key administrative processes
• Relevant industry qualifications would be advantageous

Core Responsibilities:

• Manage end-to-end client lifecycle administration processes including onboarding, account opening, transfers, account amendments and payments
• Act as a primary point of contact for client and stakeholder queries relating to administration matters
• Build and maintain effective working relationships with clients, investment teams and operational stakeholders
• Support client suitability processes through the preparation and coordination of relevant documentation
• Attend client meetings and assist with administration-related discussions where required
• Handle more complex client lifecycle cases including estate and probate-related matters
• Ensure all processes are completed in line with internal procedures and regulatory requirements
• Contribute to process improvement initiatives and support best practice across the wider team

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16493)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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