Client Service Associate jobs in Sutton, London

You must be diligent, proactive and committed.

You must have the ability to adapt to new challenges and thrive outside of your comfort zone. - Excellent attention to detail with a high level of accuracy. - Positive and tenacious with the ability to proactively drive initiatives forward and motivates resources within and outside of your team.

You will be in charge of supporting the analysis and monitoring of client relationships, of implementing a structured approach of client management and of relationships maintenance, and of continuously improving the client engagement framework. Main responsibilities will be:

One of the fastest-growing and most exciting financial service companies are looking for bright and motivated individuals to join their Client Services Team. Working as part of a dynamic and entrepreneurial team,Based in amazing offices in London, this company care passionately about two things - fantastic employee satisfaction and providing a service that our clients place real value on. As one...

You will act as a key advisor to clients, supporting business development efforts and identifying opportunities to add value.

You will be supported in your role with line management and leadership training as well as CPD access via Tolley's, Croner-i, Mercia and LinkedIn Learning as required.

Our client is seeking a Client Reporting Associate primarily responsible for leading the client reporting as well as supporting the production and maintenance of marketing materials. The role reports to the Head of Investor Relations and the Head of Sales and will be working with one other marketeer. Duties & Responsibilities: Leading client reporting (80% of the role): - Monthly production /...

You will have strong knowledge across Puma’s entire product range, ensuring communications with clients are both accurate and timely.

You will also support other team members in their day-to-day roles.

You will ideally have: - 1-4 years PQE in private client, wealth structuring, or tax - Experience advising on trusts, tax planning, or international wealth structures - Exposure to complex transactions or large scale projects - Excellent academic background - Excellent written and verbal communication skills

A global professional services firm is seeking a Tax Associate to join their team in Jersey Channel Islands, starting in 2026. The role involves delivering various tax services, maintaining client relationships, and contributing to team efforts while studying for relevant professional qualifications. Strong communication skills and the ability to manage tasks effectively are essential. The...

Amber River Premier are an award-winning, Chartered Financial Planning firm located in Marlow, Buckinghamshire. We are currently looking to recruit a highly motivated and competent Financial Services Administrator to join one of our 'pods', working alongside a Financial Adviser and a Paraplanner; providing both administrative and client servicing support. As a company we provide bespoke Wealth...

A Tier 1 Family Office are looking for a Client Associate to join their growing global team. About Us Westgrove was founded in 2012, by Partners with a Hedge Fund and Corporate Finance background. Our mission is to provide best-in-class Asset Management and Investment Banking services globally, to a select number of families and their corporates. Job Description This is an exceptional...

You will work closely with two highly regarded partners on a broad range of landed estates matters, including succession planning, heritage property, agricultural assets, trusts and cross-border estate issues. The work is complex, high-value and offers excellent exposure from an early stage.

The Role Private Wealth & Tax Associate (3-7 PQE) | London Join a leading international, Tier 1 Legal 500 Firm – competitive salary Are you an ambitious Private Client Solicitor ready to take the next step in your career? We are working with a thriving Legal 500 international practice seeking a talented Associate to join their expanding London office. This is an exciting role that focuses on...

You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients.

You will assist with data integration, conduct regular training sessions, and maintain up-to-date training materials to empower clients. Acting as the first point of contact for inquiries, you will address platform functionality, content sources, and technical issues, coordinating with internal teams for swift resolution.

You will support existing and prospective institutional clients—including banks, hedge funds, financial advisors, and brokers—via phone, ticketing systems, and live chat. Candidates with additional language skills are encouraged to apply. The team focuses on delivering a seamless client onboarding and support experience while building long-term institutional relationships.

Client Services Manager – Construction Harlow Working as a client services manager, you will act as the primary liaison between clients and in-house teams, ensuring works are delivered in line with contractual requirements, compliance standards, and client expectations. This is a client-facing role suited to someone with experience in a compliance-driven construction environment. Key...

You will be responsible for coordinating client webcasts, managing timelines, supporting clients throughout the process, and acting as a reliable point of contact between clients and internal teams.

You will lead the internal delivery of client paid webcast events and act as the primary day-to-day contact for clients throughout the entire process.

You will have genuine ownership of the client experience and the opportunity to build a best‑in‑class Front of House function across two flagship offices. Salary will be circa £75,000 depending on experience, plus Full Benefits. Application Process: To apply for this role, please submit your CV.

You will play a key role in ensuring the smooth delivery of advice and support services to valued clients. The environment is busy and fast-paced, so you’ll need to be adaptable, detail-oriented, and a natural communicator who thrives in a team setting. Duties will include (but not be limited to):

A leading fund management business is seeking a fluent Italian speaker to join their international client services team. Duties & Responsibilities: - Day-to-day servicing contact with ownership for facilitating all clients’ servicing needs - Address and resolve client queries and issues efficiently and professionally, escalating when necessary - Ensuring all clients’ reporting and servicing...