Client Services Associate

2 weeks ago


London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Services

London

13/11/2023

Type of Position: Client Services Associate - London
Pay: £30k - £45k

**Client Services Associate - London**:
We have an exciting opportunity for an individual to fill a Client Services Associate role in London.

**Job purpose**:

- To deputise for the Client and Investment Administration Manager.
- To support the company in delivering a high quality, independent service to clients.
- To adhere to the ethos, culture and purpose of the Company

**Competencies**:

- Excellent communication skills
- Discretion and integrity
- Proactive approach
- Flexibility
- Drive and determination
- Meticulous attention to detail
- Ability to work under pressure and to tight timescales
- Team player and able to work under own initiative
- Planning and organisational skills
- Business and commercial awareness
- Enquiring mindset
- Broad knowledge of Adviser Office (desirable though not essential)
- Working knowledge of Excel spreadsheets

**Specific tasks / responsibilities**
- Placing of transactions with platforms
- Recording and monitoring of transactional data.
- Monitoring of cash balances of client investments.
- Maintenance of Implementation Spreadsheet and production of transaction summaries.
- Assistance in ensuring data on Adviser Office and investment provider websites is accurate and up-to-date.
- Assistance in preparation of tax packs for all clients.
- Deputising for Client and Investment Administration Manager in his absence.



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