Client Service

3 weeks ago


City of London, United Kingdom Jigsaw Recruiting Full time

**The Company**

Fast growing and entrepreneurial Investment company.


**The Role**

Building relationships with clients and providing exceptional service

Dealing with enquiries relating to their client's investment portfolio

Full KYC/AML checks

Maintain product and industry knowledge in order to support clients

Ensuring that all transactions are executed and recorded on time

Delivering on projects with internal and external stakeholders


**Skills / Experience**

Client focused, comfortable speaking with client at all levels and building relationships

Ideally 1 years experience in Financial Services - ideally client service or operations

Keen to build a career in the Investments / Financial Services

Graduate calibre

Working towards CISI/CFA/IMC qualifications would be an advantage

Excellent administration, communication and organisational skills



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