Job description
Leading UK investment manager seeks a client services executive to join one of their established and dedicated teams.
This is an exciting opportunity to work closely with a collegiate team of investment directors and managers alongside another client services executive.
Your role will be to provide a first-class service to many private clients and charities, being cognisant of specific requirements.
Your multi-tasking skills gained in a similar regulatory framework will allow you to manage onboarding, client suitability, payments, valuations and reporting tasks.
This is a great opportunity to join a business with a reputation for excellence and a clear strategy for growth.
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