Client Associate – Presentation and Design Specialist

Job description

Who are we?

Our client is a well-established organisation operating within the financial services sector, with a strong focus on delivering high-quality solutions to its clients.

They are looking for a highly organised, detail-oriented Client Associate who is passionate about creating polished, professional presentations and client-facing materials.

What will you do?

• Create, update and maintain professional presentation templates and master documents
  Prepare client presentations based on meeting requirements and briefs
• Develop and format slides, charts, tables and other visual content
• Work with internal teams to obtain and verify information used in presentations
• Ensure information, calculations, charts and supporting content are accurate
• Apply consistent formatting and corporate brand standards across all materials
• Make amendments and updates following internal reviews and feedback
• Assist with the preparation and formatting of reports, fact sheets and marketing materials
• Manage multiple presentation requests and deadlines, particularly during busy reporting periods
• Liaise with various internal stakeholders to ensure requirements are understood and delivered accurately
• Assist with uploading and distributing client documentation
• Support design, branding and process-improvement initiatives
• Identify opportunities to use AI and automation to improve efficiency and quality control

What do you need?

• 2–3+ years' experience in a presentation, design, marketing, financial services or similar role
  a relevant bachelor's degree in finance, business, marketing, design or a related field is advantageous
• Advanced Microsoft PowerPoint skills – essential
• Advanced Microsoft Excel skills, including charts, tables, data manipulation and formatting
• Proven experience producing professional, client-facing presentations
• Working knowledge of Adobe Creative Suite, Canva or similar design tools
• Experience working with content management or document distribution platforms is advantageous
• An understanding of financial information, data and business terminology
• Excellent written English and strong grammar skills
• Exceptional attention to detail and strong quality-control abilities
• Strong analytical and problem-solving skills
• Excellent organisation and time-management skills
• Comfortable managing multiple priorities and working to tight deadlines
• Professional communication skills and the ability to work effectively with different teams
• Experience using AI tools to improve workflows, automate repetitive tasks or enhance quality and accuracy will be advantageous

If you're highly detail-oriented, confident with PowerPoint and Excel, and enjoy turning complex information into polished, professional presentations, we'd love to hear from you.

Requirements

Design, Microsoft Excel, Presentations

Posted on 11 Aug 20:11, Closing date 10 Sep