Financial Service Administrator- Client Service

2 weeks ago


Liverpool, United Kingdom BRUIN Financial Full time

Permanent
- Liverpool,

**Ref**: 34242
Bruin are on the hunt for our client a leading Financial company based in Liverpool for a member of their Client service delivery team on a permanent basis, a role which is both permanent and part hybrid and promises excellent career progression
- Responsibilities for this role include._
- Maintenance of company records and client accounts by correcting and investigating these, on the back of client enquiries
- Performing account transaction processing efficiently, along with providing daily client service and regular support to clients including speaking to them on the phone and resolving any queries.
- Opening and updating company records in a precise manner
- Performing the processing of transfers in and out of an account portfolio
- Performing less complex tasks with direct supervision such as processing updates to company records or client accounts
- Understanding the underlying business and specific client needs so as to execute correspondent requisites in a timely and accurate way
- To be considered for this role you should have _
- Excellent time management and prioritization skills with good attention to detail
- Strong communication skills both verbal and written
- Knowledge of ISA regulations and Account transfers
- Some experience of working in a regulated financial services environment (desirable)
- A willingness to assist and understand with client queries

To be considered for this role you should have the right to work in the UK



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