Client Service Assistant
3 weeks ago
Permanent Client Operations role in London
- Excellent exposure, growth and progression opportunities
**About Our Client**:
The client is an investment management firm who offers a range of financial services and are based in the heart of London. They manage over £4billion of assets for their 20,000 plus investors. They work in partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for their clients
- The core duties the Client Service Assistant needs to carry out are as follows:
- 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
**The Successful Applicant**:
The pre-requisites for the Client Service Assistant role are as follows:
- Sociable, outgoing, upbeat and positive individual
- 1-2 years Operations/client operations experience
**What's on Offer**:
Competitive salary (£35,000-£38,000) plus bonus and full benefits package
Excellent company culture and progression on offer
Comprehensive training plan
- Contact
- Daniel Page
- Quote job ref
- JN-022023-5946835
- Phone number
- +44 207 645 1416
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