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Lead Associate, Client Services Management

  • Job reference DST/TP/17447/10681
  • Job type Full Time
  • Sector Customer Service
  • Location Basildon
This vacancy has now expired.


A unique opportunity has arisen for a bright, dynamic individual to join our CSM Central Services team. Our team supports the Client Service Management (CSM) Division who are responsible for communicating, information gathering and facilitating items requiring escalation with our Clients.

If you are hard-working, have a "can do" attitude and are great at building relationships, we'd like you to apply!


  • Salary based on experience and in line with our salary progression scheme
  • 20 Days holiday (Pro-Rata and increasing by 1 day for every year's service up to a maximum of 25 days)
  • 6% non-contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flex benefits scheme

Main Responsibilities

Not every day will be the same, so you will need to enjoy thinking on your feet, and be able to adapt quickly to change. Your main day to day responsibilities will be:

  • SupportingCSMs
    • arranging meetings, flights, hotel accommodation
    • preparing presentation material for internal and external meetings
  • Maintaining the External Contact List which is sent to Clients using a bespoke tool
  • Owning the new starter/leaver/transfer staff and Client checklists
  • Maintaining the Division org charts, CSM contact list
  • Ensuring there is consistency in the Division
  • Being involved in Business Continuity Plan reviews
  • Raising IT tickets
  • Ordering stationery
  • Arranging social events
  • Act as back up for colleagues in team

Above all else, you will be Acting as an Ambassador for CSM Central Services and CSM Division in every interaction you have throughout your day.

Ideal Candidate

  • Strong attention to detail (Essential)
  • Experience in working in a fast paced environment (Essential)
  • Ability to work on own initiative and meet deadlines (Essential)
  • Experience in working in a support function (Essential)
  • Intermediate Word, Excel and Outlook skills (Essential)
  • To be proactive and anticipate downstream impacts (Essential)
  • To be a great team player as we help each other (Essential)
  • Experience in working in Financial Services/Regulated environment and an understanding of regulatory requirements (Preferred)
  • Experience in working within a Client Services/ Relationship Management environment (Preferred)
NANorth America
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EMEAEurope, The Middle East & Africa

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