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

Page Personnel - UK

Verified Company

London, United Kingdom

5 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Permanent Client Operations role in London

Excellent exposure, growth and progression opportunities

About Our Client:

The client is an investment management firm who offers a range of financial services and are based in the heart of London.

They manage 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 solutions for their clients

The core duties the Client Service Assistant needs to carry out are as follows:

Data Entry

Maintaining data within our systems as required
Report Generation and Distribution
Assisting with the creation and distribution of reports to our clients

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

The Successful Applicant:

The pre-requisites for the Client Service Assistant role are as follows:

Sociable, outgoing, upbeat and positive individual
12 years Operations/client operations experience

What's on Offer:

Competitive salary (£35,000-£38,000) plus bonus and full benefits package

Excellent company culture and progression on offer

Comprehensive training plan