Investor Services Associate

2 weeks ago


Guildford, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Services

Guildford

01/03/2023

Type of Position:
Investor Services Associate - Guildford

Pay:
£25k - £35k

Investor Services Associate - Guildford:

Our client is looking for a talented Investor Services Associate to join their team in Guildford.

Job Purpose

  • Process and administer Premier Fund Managers (PFM) business timely and accurately.
  • Support the management of Premier Portfolio Management (PPM) business.
  • Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external).
  • Act as a point of escalation between Premier Fund Managers and Premier Portfolio Managers.
  • Support and proactively manage PFM and PPM projects as they relate to Investor Services.
  • Be proactive in managing the launch and ongoing administration of the distribution portal (Connect).
  • Service clients and advisers timely and accurately, and in line with the propositions.
  • Support any testing or project requirements relating to operational or regulatory changes.

Education / Qualifications

  • Educated to GCSE level or equivalent

Experience / Knowledge

  • Experience of working in Investor / Client Services in the finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role

Skills

  • Team player with a positive, results orientated approach;
  • Communication skills with the ability to communicate effective both written and verbally at all levels;
  • Strong Interpersonal skills;
  • Ability to prioritise workload and adhere to deadlines;
  • Good Problem Solving skills.
  • Ability to demonstrate tact and diplomacy when coping with difficult situations;
  • Good administrative and personal organisational skills;
  • Good numeracy skills.
  • Good IT skills / ability to use Microsoft Office and Excel.


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