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Client Services Associate

Are you interested in working for one of the top investment firms in the world, where you can contribute to the full lifecycle of post‑sales client portfolios? If so, this opportunity is for you!


A Client Service Associate position has opened at our prestigious, globally recognised multinational partner. The company offers a highly professional working environment for candidates who are eager to grow in the financial sector. In this role, you will not only support the background processes of clients’ investments but also take part in active client‑facing responsibilities, working closely with both clients and internal partners to ensure outstanding service delivery.


Your responsibilities will include:

  • Managing the post‑sales client lifecycle, including account openings, contract administration, invoicing assistance, and reporting support.
  • Engaging directly with clients, handling their queries, clarifying requests, and ensuring timely, high‑quality responses.
  • Supporting investment services by assisting with trades and supplying fund‑related information.
  • Participating in operational enhancement initiatives such as data cleanup, report automation, or process optimisation.
  • Performing administrative tasks, including process documentation and recurring internal activities.


What you need to succeed:

  • 3–5 years of relevant experience in roles demonstrating a strong client‑focused approach.
  • A genuine interest in financial services and investments.
  • Excellent command of English is required; proficiency in an additional language (such as French, German, Italian, or Spanish) is considered a strong advantage.
  • Strong communication skills, with the confidence to engage effectively in client‑facing interactions.
  • Bachelor’s degree or equivalent qualification.
  • Well‑developed problem‑solving skills and a willingness to learn quickly.
  • A collaborative, team‑oriented mindset.
  • Project management experience is considered a plus.


What you’ll get in return:

  • A dynamic and energetic international work environment.
  • A modern office in Budapest with home office opportunities.
  • Competitive salary and benefits package.
  • Learning and career development opportunities.


If you are interested in this position, do not hesitate to apply! Simply upload your English CV. Please note that only selected candidates will be contacted.

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Client Services Associate

Budapest
Home office / Hybrid

Published on 14.04.2026

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