Client Services Administrator, Investment Management, EC2
ApplyAre you an Investment Administrator, with several years’ experience relating to all client admin?
Do you like dealing with clients, making a difference and love using your organisational skills?
Do you want to be valued? Use your initiative? Take ownership of the administration and organisation?
If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.
* In-office Monday – Friday
What you’ll be doing day-to-day:
- Supporting Investment Management team and their clients
- Liaising with dealers and brokers
- Preparing correspondence and meeting reports
- Using CRM software
- Processing investor applications and coordinating investor processes, including KYC
- Responding to client queries and attending meetings with clients
- Managing multiple appointments within a shared diary
- Keeping files up to date
- Keeping up to date on compliance and regulation
- Arranging events, lunches and meetings
- Attending client and compliance briefings
- Hours 8.30 – 5 and 5 days a week in the office
The skills you need to bring:
- Experience in financial services
- Strong MS Office and CRM skills
- An understanding and interest in Financial Services
- Superb client facing skills
- Confident communication skills
- Hard-working attitude
