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Client Account Manager
2 months ago
Hoxton Wealth is seeking a highly skilled Financial Operations Specialist to join our team as a Dealing Administrator. This role is responsible for executing trades accurately and efficiently on behalf of clients, while providing exceptional customer service and ensuring smooth financial operations.
Key Responsibilities- Execute trades accurately and efficiently on behalf of clients.
- Manage client accounts and transactions with precision and attention to detail.
- Liaise directly with clients and third parties to facilitate trade execution.
- Maintain accurate records of trades and client interactions.
- Provide exceptional customer service and promptly address client inquiries and requests.
- Collaborate with team members to ensure compliance with company policies and procedures.
- Minimum of 2 years of experience in a similar role, focusing on financial markets.
- Proficient in trade execution platforms and financial software.
- Strong analytical skills and attention to detail.
- Effective communication skills, particularly in handling client inquiries.
- Ability to work accurately and efficiently in a fast-paced environment.
- Previous experience in an IFA or network background is advantageous.
- Positive attitude.
- Willingness to progress and develop.
- Enthusiastic and confident demeanor.
