Investment Operations Specialist

2 days ago


London, Greater London, United Kingdom Q Networkers Ltd Full time

Q Networkers Ltd is seeking an Investment Operations Specialist to join their Retail Investor Relations team in the UK. As an Investment Operations Specialist, you will be responsible for assisting with the onboarding of clients looking to invest into retail funds.

The ideal candidate will have a basic knowledge and understanding of retail investment products and AML procedures, as well as strong Microsoft Word and Excel skills. The salary for this position is £25,000 - £30,000 per annum, depending on experience.

Job Description:

• Processing new client applications;
• Undertaking AML and KYC checks in line with the company's policy and legal requirements;
• Completing risk assessments on new clients and following escalation procedures for high-risk clients;
• Dealing with all incoming enquiries regarding client applications;

Responsibilities:

• Where necessary, requesting additional information regarding client applications;
• Producing and sending acknowledgement letters and cancellation notices to successful applicants;
• Producing and checking fund allotment and adviser fee payment schedules;
• Liaising with Finance and Sales teams daily;

Requirements:

• Excellent communication skills, both written and verbal;
• Exceptional attention to detail;
• Ability to plan, organise and prioritise workload and work effectively under pressure;



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