Junior Client Services Assistant

3 weeks ago


London, United Kingdom BRUIN Financial Full time

Permanent
- London,

**Ref**: 27640
**Junior Client Services Assistant**

All new joiners receive an intensive three-week training program followed by a five-month competency plan. Your manager will meet with you regularly to ensure that you are receiving the support you need and that you are on track to meet your goals.

**Responsibilities**:

- Data Entry - Maintaining data within our systems as required
- Report Generation and Distribution - Assisting with the creation and distribution of reports to our clients
- Dealing and settlement - Processing dealing points for our investments, in which shares are bought or sold on behalf of our clients, and assisting with cash settlement processes
- Cash management - Processing payments in from clients and assisting with bank reconciliation processes
- Call handling - Assisting our clients with their enquiries on the phone
- Ad-hoc projects
- Assisting with ad-hoc tasks and projects as required



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