Associate Client Service Officer

Client Services – Post Onboarding Team
Location: London (with cross-jurisdictional collaboration)

About the Company

Our client is a leading global provider of financial solutions, supporting a wide range of respected organisations worldwide. Since launching in 2009, the business has built a reputation for redefining how companies manage their banking relationships and financial market risks.

Combining deep sector expertise with innovative technology, the firm helps organisations manage banking activities, payments, and financial risk more effectively and efficiently. Now part of a global, publicly listed financial services group, the organisation continues to grow while maintaining an entrepreneurial, client-focused culture.

The business is driven by talented people and offers strong career development opportunities within a high-growth environment.

The Opportunity

The Client Services team sits at the heart of the organisation. Acting as a central hub across multiple jurisdictions (including London and Malta), the team is responsible for:

• Managing client accounts
• Overseeing payments and deal-based transactions
• Driving client efficiency
• Maintaining high-quality service standards
• Supporting long-term client retention

This is a fast-paced and demanding environment. From day one, you will play an integral role in ensuring the department operates efficiently and accurately.

The role requires someone who can remain composed under pressure, manage multiple tasks simultaneously, and maintain exceptional attention to detail. As you develop in the role, you will take on increasing responsibility across client servicing, process improvement, and operational efficiency initiatives.

This position offers excellent exposure across front office, operations, and internal stakeholders, providing strong long-term career progression.

The Client Services – Post Onboarding Team

This team acts as the central point of contact for ongoing client account management after onboarding.

Responsibilities include:

• Managing payments solutions and account configurations
• Handling client queries via email and phone
• Supporting deal execution and transaction processing
• Providing walkthroughs and demonstrations of payment portals

The team prides itself on delivering a high-touch, relationship-led client experience. Maintaining strong, long-term client relationships is central to the role.

Key Responsibilities

• Participate in team meetings and share servicing insights
• Support the full client journey from transaction execution to ongoing account management
• Ensure processes and procedures are followed consistently
• Ensure payments are processed within agreed Service Level Agreements
• Manage a broad range of client queries across accounts
• Develop specialist knowledge in banking and payments
• Liaise with internal departments to resolve client issues
• Maintain strong relationships with Front Office teams pre- and post-sale
• Identify and suggest system and process improvements
• Contribute to business projects and initiatives
• Support Senior Officers with day-to-day team activities
• Deliver high-touch client service to a Private Markets client base

Skills & Experience

• Experience in client servicing (financial services experience preferred but not essential)
• Strong time management and organisational skills
• Excellent written and verbal communication skills
• Highly numerate and methodical with strong attention to detail
• Confident interacting with external stakeholders
• Proactive, diligent and adaptable
• Strong problem-solving ability
• Team-oriented mindset

What’s on Offer (UK)

• Private medical insurance (with family cover option)
• Enhanced maternity and paternity policies
• Access to online counselling services
• Cycle-to-work scheme
• Electric vehicle scheme
• Workplace nursery benefit
• Pension scheme (5% employer contribution)
• Sponsored learning and development
• Work-from-home equipment budget
• Modern office facilities including:
  • Onsite gym access
  • Personal training
  • Complimentary breakfast
  • Friday social events