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DATE ADDED: Tue 12/05/2020

Client Associate

London, UK
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COMPANY: LEVERTON SEARCH

JOB TYPE: Permanent, FullTime

SALARY: £60,000

You will have a strong academic background, a high level of interest in investments and markets and no less than 2 years relevant experience. This is an excellent opportunity to leverage your experience into a firm with such a strong culture and little turnover.

Key responsibilities:

  • Working personally with the Client Directors through collating portfolio and marketing information
  • Being a primary point of contact for Sales providing full administrative support
  • Contribute to the development of close working relationship with the platforms and providers
  • Support in the production of compliant client communication
  • Developing analysis on competitors, prospect and marketing analysis
  • Providing ad hoc support to the wider team

Personal Attributes:

  • Degree level education (2:1 or above)
  • IMC or CFA level 1
  • Strong working knowledge of Microsoft office
  • Passion for sustainable investing
  • High level of attention to detail
  • Strong interpersonal skills both face-to-face and on the telephone
  • Self-directed individual
  • An enthusiastic team player

Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

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