Client Services Assistant (Investment Management)
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| Job Type | Permanent |
| Area | All of London, UKNorth London, UK |
| Sector | BankingFinancial ServicesGraduateOtherCustomer Services |
| Salary | Up to £38,000 plus bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12759 |
| Job Views | 152 |
- Description
- Client Services Assistant (Investment Management)
Up to £38,000 plus bonus and benefits
Hybrid working available!
An exciting opportunity has now arisen to join a specialist Investment Management company as they seek to expand their Investment Support/Client Services team. You will be joining their dynamic team, working with other members to provide administrative support to all parts of the team and their clients. You will also be responsible for offering front-line support to clients, going above and beyond to deliver a positive client experience. This is an exciting role at an expanding company with plenty of opportunity to develop. We are looking for candidates who are driven, hard-working and enthusiastic, seeking to develop their professional career within wealth management
Duties of the Client Services Assistant will include:
- Assisting and supporting clients with all enquiries over the phone or via email. This will involve using the case management system to resolve all client enquiries.
- Taking ownership of all client administration tasks undertaken.
- Acting as the main liaison between the investment team and the operations teams and ensure all parties are kept up to date with progress.
- Processing payments in from clients and assisting with bank reconciliation processes.
- End to end management of account opening, on-boarding and transfer processes, liaising with operations teams were appropriate.
- Take responsibility for all appropriate client communication as instructed.
- Maintenance of client support systems and data.
Requirements of the successful Client Services Assistant candidate:
- Candidates will be organized, with a high level of care and a keen eye for detail.
- Previous client services experience
- Experience within Investment Management or financial services is highly desirable.
- Educated to University degree level or equivalent.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.