Investor/Client Services Associate, Surrey or City of London based London, England
Job description
Our client focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active investment e.g., UK, European, US and global equity funds and they are seeking an Administrator. This role is offered on a hybrid working arrangement – minimum of two days in the office each week. When in the office, the role can be based in the City of London or our client’s Surrey office.
Roles & Responsibilities
Processing new business
Servicing clients
Managing TPA/TA/counterparty activities
Undertaking all administrative duties e.g., opening and distributing post
Monitoring receipt of stock and cash and associated reconciliations
Maintaining client records
Processing client money transactions
Experience & Qualifications
Experience of working in investor/client services/IFA administration in a fund management, wealth management or customer/adviser facing role
Team player with a positive, results orientated approach
Excellent communication skills
Strong organisational skills
To hear more about this exciting opportunity, please contact Linda Tottem on 020 7847 8876 or email your CV to http://[email protected]. Ref: LT14843.
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.
