Client Services Assistant

By Alyson Emmerson | April 28, 2026 | Comments Off on Client Services Assistant

Client Services Assistant – Financial Services – Early Career Opportunity – Remote Working (UK) – £27k pro rata

We are on the hunt for a proactive, personable and professional entry level Client Services Assistant to join an incredible financial services company based in London on a hybrid / remote working basis.

This role is in the financial services sector but it is in no way a stuffy, corporate environment – this is an early career / entry level Client Services role that will grow and develop within an amazing scaleup, that is part of an existing and incredibly successful organisation/brand.

This is an entry level role that would be suitable for a recent school leaver / graduate with excellent maths and English, professional communication skills (with capabilities to deal with clients in a friendly and professional manner), the ability to learn new tech / platforms quickly and efficiently and is eager to undertake a support role within financial services.


Key responsibilities as the Client Services Assistant will include:

  • Acting as a first point of contact for client liaison
  • Responding to queries from clients regarding investments, how the product or platform works and queries
  • Assisting potential customers with the application process
  • Reconciling receipts on platform to bank accounts daily
  • Undertaking KYC checks (with support and guidance from team members)
  • Database administration
  • Reporting any platform anomalies to colleagues
    And more!

 

Skills and experience required:

  • Strong academics including Maths and English
  • Excellent verbal communication skills and the ability to liaise professionally at all times
  • Impeccable written language skills with excellent spelling, grammar and punctuation
  • Highly organised with the ability to prioritise and multi-task
  • Database administration experience is beneficial
  • IT literate including MS Office (experience using Slack is beneficial)
  • Ability to learn new tech / platforms quickly and efficiently
  • Flexible, professional, motivated and reliable

 

 

Interested in this great early career opportunity?

If you want to be considered for this fantastic opportunity then don’t delay – ensure your CV showcases all your skills and capabilities and submit it NOW, quoting ‘AE – Client Services Assistant’

Follow us on LinkedIn.

To apply for this job email your details to alysone@carousel.co.uk.

Share this vacancy on Social Media!

Alyson Emmerson

Alyson is a highly effective recruitment consultant recognised for combining traditional, relationship-led recruitment with modern headhunting and search methodologies. This blended approach ensures a thorough, targeted process that leaves no stone unturned in identifying and securing high-quality talent for an international client base. Alyson works closely with established organisations, fast-growing startups, international scaleups, technology companies and digital marketing agencies, supporting organisations at critical stages of growth. Her honest, no-nonsense approach is frequently cited by clients as a refreshing alternative to transactional recruitment, enabling clear decision-making and efficient outcomes. Known for her consultative mindset, Alyson partners with clients to add genuine value through a candid, professional and responsive recruitment service. Her ability to quickly understand commercial objectives, role requirements and organisational culture has allowed her to build strong, trusted relationships and rapidly establish credibility with new clients. As a member of IPTER (International Partner Team of Executive Recruiters), Alyson has access to a global network of specialist recruitment partners, enabling her to deliver international search solutions and secure talent across multiple markets with confidence and discretion.