Investment Client Services Representative

We require a driven individual to join an investment banking juggernaut as a Senior Representative. You can just be starting you career within financial services or looking to build on goof foundation already under your belt. This team will be based in a historic Liverpool office and offers a hybrid working environment. Please find further details of the...

What will you be doingWere seeking an ambitious individual to join our Wealth Management team in Liverpool you will be responsible for providing full administrative support to Investment Managers as well as building relationships with clients to deliver a positive and sleek client experience. Whats in it for me As a Client Administrator at Evelyn Partners...

**Job Title: Transfer Representative **, **Client Processing** **Department: Transfers, Client Service Delivery** **Location: Liverpool** **Who we are**: For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be...

**Salary**: From £20000-£23000 **Who are Diligenta?**: Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. As a business, we drive a culture that is founded on positive change...

Client Services Rep - Financial Services My client in the financial services sector requires a number of Client Services representatives to join them on a permanent basis (some fixed term assignments available too). The organisation provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial...

We are growing our presence in Walton Vale - Join our team as a Customer Service Representative. Due to the expansion of Bell Lamb & Joynson Solicitors, an exciting opportunity has arisen to join our rapidly growing team in Liverpool as a Customer Service Representative. **The Role** As a Customer Service Representative, you will be the face of our...

**_Lead Representative - Client Processing_** **_£30,000 - £38,000_** **_Permanent, Full time_** **_Liverpool (hybrid-working)_** Client Processing Lead Representative required to join a high-calibre Wealth Management organisation based in Liverpool. My client is looking for an experienced Client Processing Lead Representative who is looking to make...

Join to apply for the Customer Service Representative role at MUFG Pension & Market Services. A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a...

MAIN DUTIES/RESPONSIBILITIES OF THE ROLE - Production reconciliation and monitoring - Quality assurance of production and dispatch to clients and/or investors - Communicate with internal departments, clients, and 3rd party vendors - Be involved in the delivery of projects - System testing - Query handling - Any other duties as required Technical Knowledge...

**_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top...