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Laz Partners

Client Services Associate - Institutional Clients (Tier-1 Asset Manager)

Laz Partners London, United Kingdom
Posted 3 days ago In-Office Job Permanent Very Competitive
A
Posted by
Alex Lazaridis
Founder & Senior Recruiter

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.
Job ID  CS3
ABOUT COMPANY
London, United Kingdom
HR & Recruitment
Founded in 2018, Laz Partners is an executive search firm that specializes in introducing exceptional portfolio management and research-related talent...
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