Graduate Trainee - Client Services
Graduate Trainee - Client Services 27,000 per annum Daventry, Northants 9am until 5pm Monday to Friday Permanent Our client is seeking two ambitious and highly motivated graduates to join their Client Services team at their Daventry office. This is an exceptional opportunity to gain hands-on experience within a leading private markets investment business and develop a strong foundation for a long-term career in financial services. As part of a collaborative and supportive team, you will work closely with internal departments and investors, gaining valuable exposure to private equity, private credit, real estate, and alternative investment strategies. The role provides unique insight into how private investments are structured, managed, and delivered within a regulated investment environment. The RoleAs a Graduate Trainee, you will support both the Client Services and Compliance teams, contributing to the smooth operation of investor onboarding, client communications, and regulatory processes. Key responsibilities include:Supporting the day-to-day activities of the Client Services and Compliance teamsMaintaining accurate client records across CRM systems and internal databasesAssisting with investor onboarding, including AML and KYC checksPreparing client reports, financial information, and payment schedules using ExcelEnsuring documentation and communications are accurate and delivered on timeConducting research and gathering supporting documentation from external ..... full job details .....
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