GrowthInvest is seeking a bright, ambitious graduate to join our Client Services team as part of the continued growth of the company.
Job Title: Client Service Associate
Analyst Salary: Competitive
Location: City of London
Reporting to: Client Services Manager
Start Date: Immediate
GrowthInvest is a high-growth business with a mission to make alternative investments more accessible for wealth managers, financial advisers and high net worth individuals. Through our platform and technology, we empower our clients to access alternative asset solutions without barriers, by providing choice, transparency, oversight and education alongside continuous innovation and excellent customer service.
For the right person, this role has fantastic potential for growth, with the chance to take on responsibility from the outset, build relationships with clients and partners, and sharpen your commercial knowledge and operations skillset. We’re looking for somebody who can be an ambassador for GrowthInvest, with the energy and ambition to make a big impact in our fast-growing team.
To excel in this role, you need to be a detail-oriented individual who can follow set procedures independently. Strong numeracy and analytical skills are essential, as is proficiency in using Excel and Word. Alongside your technical capabilities, excellent verbal and written communication skills are crucial for building relationships with clients. Reliability, punctuality, and the ability to work well within a team are also valued qualities.
About This Role
Exceptional client service stems from our people—they are passionate, dedicated, and always prepared to go above and beyond, keeping our clients at the heart of everything they do. Working alongside our Client Operations and Sales team, this role offers an exciting opportunity to join our Client Service team and help drive forward our continually evolving definition of customer excellence. Our Client Service team serves as the first point of contact for clients, so building rapport and delivering exceptional service is key. You will be responsible for answering client queries via both emails and phone calls, so excellent verbal and written communication skills are crucial.
Your responsibilities will include (but are not limited to):
- Delivering a level of customer service that meets or exceeds our SLAs.
- Helping us define and continuously improve our standards of excellence for both us and our clients.
- Escalating communications to the relevant teams , i.e sales enquires to the sales team or complaints to our compliance team.
- Liaising with other departments to ensure quick and effective resolution of queries for both our clients and 3rd parties.
- Thriving in a fast-paced environment while maintaining high levels of accuracy in both data entry and communication.
- Supporting the implementation and adoption of our platform across clients and advisers to reduce queries.
- Identifying and participating in continuous improvement initiatives to further enhance our platform and processes.
- Proactively monitoring the service delivery for high-value clients, ensuring their expectations are consistently exceeded.
Ideal Candidate
The ideal candidate will be a confident, outgoing, and enthusiastic individual, able to communicate excellently across a range of methods, and keen to contribute to an expanding team.
We are looking for candidates with an (achieved or predicted) 2.1 degree or those with relevant real-world experience. You don’t need specific experience in finance, but our ideal candidate will possess some or all of the following skills and attributes:
The ability to multi-task while maintaining a strong customer focus.
The skill to tailor your communication style and approach depending on your audience.
Exceptional attention to detail.
Outstanding customer service and communication skills (both written and verbal).
Excellent IT and organisational skills, with the ability to master new systems and software.
Strong interpersonal skills with the confidence to handle challenging conversations.
Self-motivation and the ability to make quick decisions.
The ability to remain calm and patient in stressful situations.
Proactive approach to problem identification and resolution.
If you are enthusiastic, organised, and enjoy working in a fast-paced environment, apply now and join our team.
