Graduate Opportunity: Client Service & Team Assistant – Investment Management

Location: Mayfair, London (Office-based, 5 days per week)

Salary: £28,000 – £32,000 + Excellent Benefits + Social Perks

Start Date: August 2025

Are you a bright, ambitious graduate with a 2:1 or First-Class degree in Finance, Economics or a related field?

Do you have internships or a year of experience in investment administration, financial services, or client-facing roles?

If you’re hungry to build a career in investment management, thrive on organisation, and love delivering exceptional client service, this role will give you the perfect mix of hands-on financial exposure and core team assistant responsibilities in one of London’s most prestigious investment firms.

The Role

You’ll join a high-performing team supporting Investment Managers who partner with High Net Worth Individuals (HNWIs). This is a dual-focused position:

• You’ll act as a trusted first point of contact for clients and intermediaries.
• You’ll also keep the engine of the team running smoothly with expert coordination and administration.

No two days are the same—you could be preparing portfolio valuations in the morning, arranging international travel in the afternoon, and wrapping up by booking in client lunches or handling a last-minute meeting change.

Key Responsibilities

Client & Investment Support

• Manage KYC, onboarding, and suitability reviews for new and existing clients
• Prepare investment reports, valuations, and fund summaries for client meetings
• Maintain accurate and compliant client records in CRM and databases
• Liaise with compliance, operations, and custodians to ensure smooth service delivery

Team Assistant Duties

• Complex diary management for multiple Investment Managers
• Arrange internal and external meetings, including logistics, catering, and agenda prep
• Organise domestic and international travel itineraries, visas, and accommodation
• Process expenses, invoices, and payment requests promptly
• Ensure meeting rooms and materials are client-ready at all times
• General administrative support—filing, document formatting, and correspondence

What We’re Looking For

• A 2:1 or First-Class degree in Finance, Economics, or related discipline
• At least one year’s experience in investment operations, financial services, client service, or team administration (internships welcome)
• A demonstrable interest in investment and wealth management—CISI study or similar a plus
• First-class communication, organisation, and relationship-building skills
• Accuracy, attention to detail, and the ability to handle confidential information with discretion
• A proactive, calm, and professional approach—even under pressure

What’s On Offer

• £28,000 – £32,000 depending on experience
• Clear career progression and mentorship from industry experts
• Support for professional qualifications (CISI, IMC, etc.)
• A social, ambitious, and collaborative culture in the heart of Mayfair
• Generous holiday allowance, excellent benefits, and regular team events
• The chance to build a long-term career in one of the UK’s most respected investment firms

Ready to launch your career in investment management while mastering the skills of a first-class Team Assistant?

Apply today and bring your passion for finance to life in Mayfair.