Client Service Executive
1 week ago
Do you have experience managing end-to-end administration processes within Financial Services? Are you committed to providing excellent client service? Then this may be the role for you.
A successful investment firm is looking for a Client Service Executive to join their London office.
You will be:
- Managing the client facing administration process to ensure a timely and efficient client experience
- Acting as the main liaison between the investment team and the operation teams
- Providing end to end management of account opening, on-boarding and transfer processes
- Supporting the quarterly portfolio valuation processes
- Maintaining client support systems and data
Your skills and qualifications:
- Experience of working in a similar role within financial services, investment or wealth management
- Experience managing administrative staff would be desirable
- Knowledge of regulatory environments
- Grades A-C or equivalent in English and Maths
- Willing to undertake further professional qualifications
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