Client Documentation Reviewer

2 months ago


Liverpool, United Kingdom Meraki Full time

Meraki Talent are delighted to be supporting a leading Investment Management firm, with the hiring of Client Documentation Reviewers for a number of opportunities within Liverpool.

Key duties will include;
- Receiving client documentation
- Drafting investment mandates for Investment Managers
- Managing various workstreams, and prioritising tasks
- Updating in house systems with accurate client data
- Liaising with Suitability Managers, addressing gaps in processes

Ideally applicants will have worked within a Financial Services setting, where the have gained experience in creating, reviewing and writing Investment Mandates

This is a varied role, which will require applicants to manage various workstreams, while meeting deadlines. It is imperative applicants have first class communication skills, and able to communicate effectively via telephone and written communications.

These roles are offering a hybrid approach to working, giving added flexibility.

Is this job for you? At Meraki, we love recruitment and love words. Is this you?

Jennifer wants: Administration, Report Writing, Investment Mandates, Client Documentation
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