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Customer Service Adviser/client Services

2 weeks ago

Liverpool, United Kingdom Pontoon Full time

**Customer Service Adviser/Client Services**

**12 Months**

**Liverpool**

Client Service Delivery at Pershing provides clearing, settlement and custody support solutions for our institutional, Broker Dealer, Wealth and Client Advisor firms. CSD is split into a number of different teams including Client Onboarding, Cash and DataManagement, Account Transfers, Asset Servicing, Settlements and Reconciliations.

We are currently recruiting for a number of positions across numerous departments.

Responsibilities broadly include:

- Processing of transactions
- Data collation and input
- Query resolution
- Use of Excel to manipulate and reconcile data
- Working to tight market driven deadlines
- Following department accuracy verification procedures

**Requirements**:
Must be able to demonstrate experience of the following:
Strong Excel skills (to include use of formulas)
- Must have a high level of attention detail and be able evidence past experience of identifying and correcting errors in a process/procedure
- Experience of working to short deadlines
- Highly numerate
- Excellent organisational skills and ability to managing own deadlines and workloads

Desirable
- Experience of using non Microsoft systems (including employer bespoke systems) desirable
- Experience of reconciling data
- Experience of using workflow systems where diary notes are required