Asset Management IFA Client Services Specialist
4 weeks ago
Job Title: Asset Management IFA Client Services Specialist
Job Summary: We are seeking a highly organized and detail-oriented Asset Management IFA Client Services Specialist to join our team at Martis Search. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our Asset Management clients.
Key Responsibilities:
- Process new business and client onboarding, including transfers in and out
- Provide client services, including answering queries and resolving issues
- Manage external transfer agents and administrative duties
- Perform cash and stock reconciliations and maintain client records
- Prepare and send welcome letters and packs to clients
- Process client money and CASS transactions
- Collaborate with internal stakeholders, including sales, risk, finance, and compliance teams
Requirements:
- Minimum 2-3 years of experience in Asset Management or Wealth Management operations
- Excellent communication and interpersonal skills
- Ability to prioritize workload and work to tight deadlines
- Good problem-solving skills and ability to handle difficult situations
- Good administrative and organizational skills
- Good numeracy skills and ability to use Microsoft Office and Excel
What We Offer:
- Competitive salary range of £27,000 - £30,000 per annum
- Hybrid working arrangement with a mix of home and office working
- Opportunities for career progression and professional development
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