Client Service Representative
4 weeks ago
Company Description Crossbridge Capital is an independent investment advisory firm offering wealth management services to high net worth private clients. With sizable client assets under supervision, and extensive expertise in financial services, Crossbridge Capital has developed an integrated platform to deliver a full range of services to its clients. This is a full-time, on-site role as a Client Services Representative at Crossbridge Capital's Greater London location. As a Client Services Representative, you will be responsible for providing excellent customer service, managing client communications, ensuring customer satisfaction, and assisting with finance-related tasks. Client Services Responsibilities:
Work as part of the Client Service team as well as work closely with and support management with building and maintaining relationships with existing clients and assessing and executing transaction opportunities.
Support the Investment team in day-to-day tasks.
Coordinate between clients, custodian banks, and product issuers to ensure smooth running of client account, servicing, and execution.
Manage trade administration, trade lifecycle, and reporting.
Identify potential client services concerns and facilitate proactive intervention steps.
Keep track of new products on offer, as well as emerging trends in client services.
2-3 years of experience in an FCA regulated client services role or administrational role.
~ Strong communication and customer service skills
~ Experience in client services and maintaining customer satisfaction
~ Knowledge of finance and financial services
~ Proficiency in Microsoft Office – advanced Excel knowledge is a plus.
~ Bachelor's degree
~ Benefits include 25 days holiday (plus bank holidays), workplace pension scheme and other insurance benefits.
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Client Services Representative
4 weeks ago
United Kingdom Crossbridge Capital Full timeCompany Description Crossbridge Capital is an independent investment advisory firm offering wealth management services to high net worth private clients. With sizable client assets under supervision, and extensive expertise in financial services, Crossbridge Capital has developed an integrated platform to deliver a full range of services to its clients....
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