Client Service

1 month ago


Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time
Job Description

Client Service / Investment Administrator

Newcastle

Permanent


Meraki Talent’s Financial Services client are looking for a Client Service / Investment Administrator to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations spectrum.



Responsibilities of the Client Service / Investment Administrator:


-Acting as a primary point of contact for client queries and enquiries

-Overseeing the end to end client lifecycle process and respective operating models for operations

-Ensuring client service excellence

-Owning all client administration tasks and processes including client onboarding, payments, transfers, settlements, ect….


Background of the Client Service / Investment Administrator:


-Experience working within the financial services sector is essential

-Experience working in either an investment operations/administration or client facing capacity within financial services

-Strong client facing, numerical, administrative, and organisational skills



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