Client Associate - 12 month fixed term contract

Location: Edinburgh

Job Title

Department

Global Services -North America-UK

Overview of Department

Purpose of Role

Sitting within the North America Business Unit, the Client Associate is a broad and flexible role and a key partner to client-facing teams. The role supports the development and maintenance of strong client relationships and new business activity by placing current and future client needs at the centre of how work is prioritised and delivered.

The role combines high-quality servicing, communications and operational support, flexing in line with client and business needs. Initially, the primary focus will be on the production and delivery of clear, engaging and high-quality client and marketing presentations, working closely with Investment Specialists and other content owners.

Responsibilities

• Produce and deliver presentations to a consistently high standard, demonstrating a strong understanding of team requirements, working closely with Investment Specialists and other content owners to ensure materials are accurate and relevant.
• Maintain awareness of relevant regulatory and compliance requirements, including tech checking financial promotions where applicable.
• Develop a strong understanding of the business unit's clients, priorities and ways of working, using judgement to anticipate needs and focus effort where it adds most value.
• Develop role-appropriate AI literacy and use approved AI-enabled tools, simplification and experimentation to redesign relevant workflows, reduce manual activity and create capacity for higher-value client work.
• Communicate clearly about priorities, deadlines, risks and dependencies, bringing the right people together to achieve strong client outcomes.
• Support onboarding, knowledge sharing and team resilience; take ownership of personal development and adapt openly to change.
• Build broad commercial, operational and client knowledge as business needs change.