URGENT Client Services Executive - Investment Management
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| Job Type | Contract |
| Location | Glasgow |
| Area | North England / Scotland, UK |
| Sector | Financial Services |
| Salary | £Competitive + benefits + bonus |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC 14847 |
| Job Views | 67 |
- Description
- URGENT!!!
Client Administrator (Wealth Management) GLASGOW
Up to £33,000 plus bonus and benefits
9 Month Full Term Contract
Hybrid working available!
An exciting opportunity has arisen to join a boutique Investment House based in Glasgow, as they seek to hire a Client Service Executive to join their team. Joining the Investment Management Team, you will be responsible for ensuring that the Team’s operations run smoothly and efficiently, enabling them to deliver excellent customer service.
Duties of the Client Service Executive to include:
- Manage the client lifecycle administration process (end to end management of account opening, client payments and amendments etc)
- First point of call for clients.
- Act as liaison between client, your team, operations and other key stakeholders
- Ad hoc admin
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Requirements for the successful Client Administrator candidate:
- Previous experience in a similar role in Financial Services
- Client facing experience
- Grades A-C at GCSE in Maths and English
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.