Client Service Assistant - London, United Kingdom - Page Personnel Finance

Page Personnel Finance

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Client Service Assistant will be tasked with supporting Client Services Associates on the team, undertaking more junior tasks as you grow your knowledge and skills.

You will bring a high level of care and attention to even the most basic task and willdemonstrate intelligence through an ability to pick up new things quickly

Client Details
The financial services client in London currently manages over £4billion of assets for their 20,000 plus investors.

They work in partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutionsfor their clients.

Throughout our investment solutions theur focus on providing consistent, stable returns delivered through a defensive and transparent investment strategy.

Description
The key duties for the Client Service Assistant are as follows:

Data Entry
Maintaining data within our systems as required

Dealing and settlement

Processing dealing points for our investments, in which shares are bought or sold on behalf of our clients, and assisting with cash settlement processes

Cash management

Processing payments in from clients and assisting with bank reconciliation processes

Call handling

Assisting our clients with their enquiries on the phone

Profile
The requirements for the Client Service Assistant role are as follows:

6 months
2 years Client Service experience
Financial services experience and exposure
Great communication skill

Job Offer
Competitive salary of £30,000-£38,000 per annum

Full benefits package and bonus

Fantastic culture and career progression

Hybrid working