Client Service
3 weeks ago
**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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