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    Customer Service Advisor - London, United Kingdom - Taylor James Resourcing

    Taylor James Resourcing
    Taylor James Resourcing London, United Kingdom

    2 weeks ago

    Default job background
    Description
    Quick Registration First Name * Last Name * e-mail * Phone * Sector Location
    A Wealth and Asset Management company based in the
    Operations Assistant – Insurance . Our client is a Global commerce and technology firm,

    FINANCIAL MARKETS

    Type:
    Permanent


    Ref:

    DB A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department.

    It's a hybrid role, 3 days in the office and 2 from home.
    Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process

    Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts and record keeping.

    Liaise with third parties in relation to custodial matters and/or the opening of derivative and FFX accounts.
    Systems administration of client data on internal and external systems
    Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients
    Provide assistance and offer guidance or training for new and junior members of the team and other areas of the business when required
    Provide efficient and timely support to Investment Managers
    Providing support and cover to the Client Administration Team
    Sound technical knowledge and experience of Client take on within an Asset Managment environment.
    Strong knowledge of the structure and organisation of Asset Management companies
    Knowledge of Investment instruments, securities, corporate actions and capital gains tax rules and computations
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