Investor Services Administrator
3 weeks ago
Investor Services Administrator
Guildford
£25,000 - 35,000
Are you passionate about servicing clients and colleagues well on a daily basis? Do you have previous experience working with projects and happy supporting management? Our client based in Guildford are looking for an Investor Services Administrator to jointheir team
The Investor Administrator will:
- Process administrative activities
- Deal with new business and servicing clients
- Perform all key administration duties
- Monitor receipt of stock and cash
- Deal with balances to make sure they are in line with expectations
- Monitor, re-allocate and escalate any issues to make sure the SLAs are met
- Answer customer and adviser queries
- Monitor outstanding queries to a satisfactory completion
- Maintain accurate client and adviser records
- Prepare and dispatch welcome letters
- Be responsible for other correspondence timely and accurately and in line with SLAs
- Understand the rules and regulations
- Support any other general activities that may be required from time to time
The Investor Services Administrator will:
- Have an understanding of funds or models
- Be confident with core client journeys
- Maintain good problem solving skills and be able to change processes
- Have a good understanding of wealth management
- Have worked within a similar role previously
- Work well under pressure and be organized
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