Client Services Assistant

3 weeks ago


London, United Kingdom Office Angels Full time

An incredible opportunity to work in in the client services team of a global asset management organisation. You will partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for their clients.You will be tasked with supporting Client Services Associates on the team, undertaking more junior tasks as you grow your knowledge and skills. You will bring a high level of care and attention to even the most basic task and will demonstrate intelligencethrough an ability to pick up new things quickly.

JOB ROLE: Client Services Assistant

INDUSTRY: Finance

SALARY: 35k - 38k

LOCATION: West End /**Hybrid**

JOB ROLE:

- Data Entry - Maintaining data within our systems as required
- 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

ESSENTIAL SKILLS:

- Talent: Going above and beyond to deliver positive results
- Intelligence: Effecting positive change through innovation
- Maturity: Making our client feel valued
- Excellence: Challenging the ordinary and creating impact
- Excellent knowledge of the Office 365 environment package
- Great organisational skills
- High level of communication skills.
- Be punctual with tasks and proactive.
- Strong attention to detail.
- Energetic and hard working.
- High personal ethics and integrity.

This opportunity is being advertised by the Office Angels West End team.

Office Angels West End branch look after roles in the following locations and all areas in between: Oxford Circus, Oxford Street, Covent Garden, Tottenham Court Road, Euston, Regent Street, Piccadilly, Leicester Square, Camden, Bond Street, Marble Arch,Marylebone, Mayfair, Baker Street, Edgware Road, Regents Park, St Johns Wood, Primrose Hill, Paddington, Hampstead.

Our Retail team looks after Fashion and beauty roles nationally.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.



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