Investment Client Services Representative
4 weeks ago
**Are you looking for a role in a well-established company?**
**Look no further We are currently recruiting for an Investment Client Services Representative to join a reputable Liverpool based firm on a permanent basis. This is predominantly a phone based role, and it's a fantastic opportunity for an experiencedfinancial services professional to thrive in an environment that is dynamic and meaningful.**
**This is an excellent opportunity to join a company that values its employees, and offers fantastic benefits including private medial insurance.**
**Responsibilities for the **Investment Client Services Representative** include**:
- Liaising with existing clients handling technical queries relating to their personal wealth
- Liaising with professional investment advisers and portfolio managers
- Diary and activity management
- Overseeing the timely preparation of client investment reports
**Requirements for the **Investment Client Services Representative**:
- Experience in financial services; investments would be advantageous
- Strong verbal and written communication
- Customer focused attitude
- Ability to work to deadlines
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