Platforms Associate - Horsham, United Kingdom - Clearwater People Solutions Ltd

Clearwater People Solutions Ltd
Clearwater People Solutions Ltd
Verified Company
Horsham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
My client is currently seeking a driven Platforms Associate for a position based in their office in Horsham.

The client is a well-established business with state of the art offices and a multitude of progression opportunities throughout the company.

This role will be involved in the support to all areas of the Retail Investment Platform.


The Platforms Associate will have the follow roles and responsibilities:

  • Manage communications with advisor firms and corporate companies
  • Understanding of Platforms within the Financial Services Market.
  • Take part and feedback from team meetings.
  • Accurately/efficiently input and review data.
  • Correction of data where necessary.
  • Adherence to procedures to ensure good client outcomes.

The Platforms Associate will have the following skillset:

  • Self-starter
  • Financial Services industry experience
  • Microsoft excel
  • High attention to detail
  • Confident in asking questions and suggest process improvements
  • Strong communication skills both written and verbal
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