Asset Management IFA Client Services Specialist

4 weeks ago


Guildford, Surrey, United Kingdom Martis Search Full time

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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