INVESTMENT OPERATIONS - CLIENT TRANSITIONS (GRADUATES CONSIDERED
This job does not exist anymore.
Try running a new search or browse our vacancies.
Or fill in the form below to receive job alerts.
Job Type | Permanent |
Area | All of London, UK |
Sector | Banking |
Salary | TO £30K + BENS + BONUS |
Currency | GBP |
Start Date | |
Job Ref | VAC-11657 |
Job Views | 34 |
- Description
- A fantastic new opportunity has arisen at an International Private Bank based in the Central London for an Investment Administrator to focus on Client Transitions. The purpose of this role is to provide administrative support to the Investment Management and Private Banking team, through the opening / closing of investment accounts, transfers of assets and payments between organisations and the amendment of client data.
Duties to include:
· Monitor the client on-boarding process, including account opening and closing, and raising stock transfers and deposits
· Use the in-house database to ensure all client information is up-to-date
· Liaise with and maintain strong working relationships with internal and external stakeholders, to include Investment Managers and intermediaries
· Any ad hoc duties, and delivering high stand client service, balancing client needs
To be considered for this position, you will be of graduate calibre and must be able to demonstrate a genuine interest in developing a career within Investment Operations – candidates with internships gained within Private Banking / Investment Management are preferred.
Candidates with 1 – 2 years Investment Administration experience looking for the next step in their career are also being considered!
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.