Investment Client Service Specialist
3 weeks ago
Job Title: Investment Client Administrator
Job Summary:
Oval Recruit Ltd. is seeking a highly skilled Investment Client Administrator to join their team. As an Investment Client Administrator, you will be responsible for providing exceptional support to the Private Client team, ensuring seamless client experiences and contributing to the growth and success of the organization.
Key Responsibilities:
- Work closely with Private Client Directors to prepare for client meetings, including setting up and arranging necessary documentation.
- Maintain accurate and up-to-date client data across all systems, ensuring timely and efficient client communication.
- Collaborate with the back office team and client servicing department to ensure best practices and optimal client outcomes.
- Participate in team projects and business initiatives, contributing to the development of new ideas and strategies.
Requirements:
- At least 2 years of experience in a similar Private Client Investment, Financial Planning, or Wealth Management organization.
- Proven experience working with investment funds and a strong understanding of financial markets.
- Good educational background, ideally with qualifications in Financial Planning and/or Investment.
What We Offer:
Oval Recruit Ltd. offers a competitive base salary, excellent package, and bonus opportunities, making this a highly attractive career move for experienced professionals in the industry.
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