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    Client Services Associate - London (Greater), United Kingdom - Laz Partners

    Laz Partners
    Laz Partners London (Greater), United Kingdom

    1 day ago

    Default job background
    Full time
    Description
    We are working with a leading global asset manager that is looking to hire an Associate for their Client Services team, which works closely with the firm's institutional client base (Insurance & Pension). The role will involve managing the onboarding of clients and working in close partnership with senior leadership and investment teams, both externally (clients) and internally.

    Ideal candidates will have 3 to 7 years of experience in Client Services/Product Specialist/Relationship Management, preferably within an asset management or insurance-focused/pension-focused asset management setting.

    This is an exceptional, market-leading team where you would have the ability to grow, develop, and have career progression in a fast-paced environment.

    PRIMARY RESPONSIBILITIES:
    • Serve as the key liaison for client communications.
    • Manage the initiation and setup of new client mandates, including the creation of fund structures and account management.
    • Handle regular coordination with financial and regulatory service providers across multiple regions.
    • Support the preparation and finalization of client agreements, fund documents, and related legal materials.
    • Lead due diligence processes, including the preparation and review of compliance questionnaires and service evaluations.
      QUALIFICATIONS AND EXPERIENCE:
      • A Bachelor's degree and 3 to 7 years in client services within asset management
      • Demonstrated ability to manage complex onboarding processes and fund setups.
      • Strong multitasking skills with a keen eye for detail.
      • Effective organizational and project management capabilities, with a proven track record of leading successful initiatives.
      • Outstanding communication skills, proficient with PowerPoint and Excel.
      • Capable of collaborative and independent work, initiating and driving projects forward.
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