Client Services Analyst

Freshminds have partnered with a boutique private investment firm who are looking to build their Client Services team.
Working with high-net-worth individuals and family offices, you'll be closely collaborating with client advisors and the senior management team to help manage their client's portfolio.
What you'll be doing: Liaising with clients and client advisors Attending client meetings, creating and maintaining long-lasting relationships Administrative tasks including documentation, reporting, and portfolio reviews Requirements: 1-2 years of experience in a similar client services role or banking remit Interest / experience in wealth management Eagerness to build own client book, identify leads and referrals Organisational skillset, high attention to detail Strong relationship builder Personable and enthusiastic nature