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Investment Services Coordinator

2 months ago

Guildford, Surrey, United Kingdom Faith Recruitment Full time
Investor Services Administrator Role

We are seeking a highly organized and detail-oriented Investor Services Administrator to join our team at Faith Recruitment.

Key Responsibilities:

  • Process administrative activities with accuracy and efficiency
  • Provide exceptional client service and support to internal stakeholders
  • Monitor and manage client balances to ensure timely and accurate processing
  • Respond to customer and adviser queries in a professional and timely manner
  • Maintain accurate and up-to-date records of client and adviser information
  • Prepare and dispatch welcome letters and other correspondence as required

Requirements:

  • Strong understanding of funds or models and wealth management principles
  • Excellent problem-solving skills and ability to adapt to changing processes
  • Confident communication skills, both written and verbal
  • Previous experience in a similar role, preferably in a financial services environment
  • Ability to work well under pressure and prioritize tasks effectively

About the Role:

This is an exciting opportunity to join a dynamic team and contribute to the success of our client. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply.