Job description
C&C Search is currently recruiting a Client Relations Administration Assistant for a highly regarded investment firm based in London. This is an exciting opportunity to join a dynamic and supportive team within a collaborative, professional, and fast-paced environment.
All about the role and company I would be working for!
Position: Client Relations Administration Assistant
Salary: £30,000 – £40,000, depending on experience
Hybrid set up: Hybrid working – typically 3 days in the office, 2 from home
What they do: A leading investment management company specialising in client-focused fund solutions and wealth management.
Size of company: Boutique environment with a growing, high-performing London team and strong international presence
Company culture and what makes them great to work for:
This is a firm that values professionalism, collaboration, and personal growth. You’ll be joining a warm, close-knit team where your input is valued and your career development supported. The company prides itself on delivering an exceptional client experience, underpinned by integrity, teamwork, and attention to detail.
Key responsibilities for this Client Relations Administration Assistant position:
Carolyn Barraclough
For this role C&C Search is acting as an employment agency.
At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering - across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.
All about the role and company I would be working for!
Position: Client Relations Administration Assistant
Salary: £30,000 – £40,000, depending on experience
Hybrid set up: Hybrid working – typically 3 days in the office, 2 from home
What they do: A leading investment management company specialising in client-focused fund solutions and wealth management.
Size of company: Boutique environment with a growing, high-performing London team and strong international presence
Company culture and what makes them great to work for:
This is a firm that values professionalism, collaboration, and personal growth. You’ll be joining a warm, close-knit team where your input is valued and your career development supported. The company prides itself on delivering an exceptional client experience, underpinned by integrity, teamwork, and attention to detail.
Key responsibilities for this Client Relations Administration Assistant position:
- Manage all aspects of investor administration and client relations, ensuring a high standard of service at all times
- Handle queries from clients, investors, and wealth managers efficiently and professionally
- Process new and existing client documentation, liaising with custodians and maintaining accurate investor databases
- Support month-end accounting activities, including fee processing, reconciliations, and invoicing
- Assist with marketing and sales support, preparing materials for meetings and coordinating client events
- Contribute to ad hoc data projects and maintain internal client information systems
- Ensure compliance and precision in all administrative and client-related tasks
- Experience in administration, ideally within finance, investment, or wealth management
- Confident supporting a team of 3 or more professionals
- Strong Excel skills (including formulas and VLOOKUPs) and proficiency in Microsoft Office
- Excellent communication and telephone manner, with the ability to build strong client relationships
- Detail-oriented with strong organisational and multitasking abilities
- Degree preferred but not essential
Carolyn Barraclough
For this role C&C Search is acting as an employment agency.
At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering - across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.
