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Client Services Assistant
2 weeks ago
Up to £38,000 plus bonus and benefits
Hybrid working available
Duties of the Client Services Assistant will include:
- Taking ownership of all client administration tasks undertaken.
- Acting as the main liaison between the investment team and the operations teams and ensure all parties are kept up to date with progress.
- Processing payments in from clients and assisting with bank reconciliation processes.
- End to end management of account opening, onboarding and transfer processes, liaising with operations teams were appropriate.
- Take responsibility for all appropriate client communication as instructed.
- Maintenance of client support systems and data.
- Previous client services experience
- Experience within Investment Management or financial services is highly desirable.
- Educated to University degree level or equivalent
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