Investor Services Associate

4 weeks ago


London, UK, United Kingdom Meredith Brown Associates Full time

Roles & Responsibilities

  • Processing new business
  • Servicing clients
  • Managing TPA/TA/counterparty activities
  • Undertaking all administrative duties e.g., opening and distributing post
  • Monitoring receipt of stock and cash and associated reconciliations
  • Maintaining client records
  • Processing client money transactions

Experience & Qualifications

  • Experience of working in investor/client services/IFA administration in a fund management, wealth management or customer/adviser facing role
  • Team player with a positive, results orientated approach.
  • Excellent communication skills
  • Strong organisational skills



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