Client Services Associate 2021

The role of Client Services Associate is primarily focused on the investment performance reporting requirements of our clients within the River and Mercantile Solutions business. The main responsibility undertaken is the production of periodic investment governance reports for our Defined Benefit Pension Scheme clients within the Fiduciary Management section of Solutions.

Key Responsibilites

• Maintain high quality of service through producing client performance reporting
• Develop product knowledge of fiduciary management and other business areas
• Have the ability to solve investment related queries and problems
• Broaden knowledge and interest in the financial sectors and markets
• Provide explanations of clients’ investment returns in the context of their actuarial requirements
• Carry out analytical and research work where required to support consultants
• Respond to ad-hoc requests and answer queries
• To be aware of and adhere to Compliance procedures and requirements in respect of the following: confidentiality, data protection, anti-money laundering procedures, TCF, conflicts of interest

This role will provide exposure to all these areas, although it is expected that employees will specialise to some degree with time and experience. We are looking for strong candidates that have the potential to progress and undertake further responsibilities.

Who we're looking for

The ideal candidate will demonstrate the traits and skills aligned with the Client Services team and River and Mercantile. To work well within the team and help to achieve our goals we are looking for someone with competencies that include:

• Numerical and analytical, with strong mathematical and problem-solving skills
• Innovative and flexible, with a tendency to want to create new and more effective ways of doing things. This is particularly key with the current fast pace of change in technology and investment markets
• Self-motivated - while the role is primarily structured, it is important to be driven and goal-oriented, working in an organised and systematic way
• Good team worker, the role requires collaborative working within the team which is crucial when working towards deadlines
• Attention to detail – a thorough and methodical approach is important to ensure correct data and information is provided to clients and third parties
• Excellent interpersonal skills, both verbal and written – Client Services deals directly with most teams in the business as well as clients and third parties, so being able to build relationships with these parties is a crucial part of the role

Requirements

• Minimum of a 2:1 honors degree, in a numerical, finance or economics-based discipline
• Previous work experience is an advantage, but not essential
• High level of computer literacy, in particular Excel and specialised software (hands on experience of wealth management software particularly beneficial)

Benefits

• Basic salary reviewed annually
• Discretionary bonus scheme
• Private Medical Insurance
• Income Protection
• Life Cover
• Contributory pension scheme
• Competitive holiday entitlement increasing with tenure
• Share Scheme (SAYE)
• Season Ticket Loan
• Volunteering Days

River and Mercantile Group operates as a meritocracy and, therefore, selection for recruitment is on merit, irrespective of race, colour, age, religion, nationality, ethnic or national origin, sex, marital status, sexual orientation, or disability. This assumes that the applicants are fit and able to undertake the job. Selection criteria and, where appropriate, technical skills tests are in place to measure an individual’s ability for the safe and effective performance of a job.