Client Service Associate - Dutch speaking

England, London
£30000 - £35000 per annum + £30-35k base + benefits
11 Oct 2016
08 Nov 2016
Maurice Christie
Banking, Finance
A leading Investment firm is adding a Client Service Associate to its Dutch team in the London office. This position will work with the Head of Financial Adviser Services and Financial Adviser Services team in business development and marketing activities. The role is based in London, but the Associate will have regular interaction with Dutch clients, both in London and The Netherlands.


Communicate directly with financial adviser clients on fund information and service offering
Assist in update of marketing materials and charts, including website and newsletters
Provide monthly and quarterly reports to clients and service providers
Provide data and strategy descriptions to researcher and platform databases
Assist in construction of portfolio analysis and regression analysis presentations for financial adviser clients
Update performance figures, money reports, board reports etc.
Liaise with WRAP providers with regard to Financial Adviser client relationships
Develop robust understanding of adviser business practices
Develop knowledge of internal software (e.g. Asset Allocation tools)
Develop understanding of capital market research and application to portfolio management
Train financial advisers in asset allocation and portfolio construction using proprietary software
Communicate with and assist financial adviser clients at educational events run by Dimensional
Support Regional Directors and Senior Associates as needed (preparation of materials, collation of resources, confirmation of meetings, confirmation of travel details etc)
Conference and technology support at regular events for clients
Update and maintain client database and help to keep robust client records
Regular travel to Dutch based events as needed
Ad hoc projects for the Dutch business

Minimum Requirements:

Background or strong interest in finance/investments
Strong analytical skills
Solid quantitative problem-solving skills
Excellent communication and interpersonal skills
Able to work well in a team environment and independently
Self-starter who is capable of managing multiple projects and meeting deadlines
Strong computer skills (Excel) with the ability to learn programs as needed
Educated to degree level, with proven success
Fluency in English and Dutch to a native level

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