Investor Services Associate - London, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd
Artemis Recruitment Consultants Ltd
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Financial Services

London

19/05/2023

Type of Position:
Investor Services Associate - London

Pay:
£25k - £35k


Investor Services Associate - London:

Our client is looking for a talented Investor Services Associate to join their team in London.


Job Purpose

  • Process and administer Fund Managers (PFM) business timely and accurately.
  • Support the management of Portfolio Management (PPM) business.
  • Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external).
  • Act as a point of escalation between Fund Managers and Portfolio Managers.
  • Support and proactively manage PFM and PPM projects as they relate to Investor Services.
  • Be proactive in managing the launch and ongoing administration of the distribution portal (Connect).
  • Service clients and advisers timely and accurately, and in line with the propositions.
  • Support any testing or project requirements relating to operational or regulatory changes.

Education / Qualifications

  • Educated to GCSE level or equivalent

Experience / Knowledge

  • Experience of working in Investor / Client Services in the finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role

Skills

  • Team player with a positive, results orientated approach;
  • Communication skills with the ability to communicate effective both written and verbally at all levels;
  • Strong Interpersonal skills;
  • Ability to prioritise workload and adhere to deadlines;
  • Good Problem Solving skills.
  • Ability to demonstrate tact and diplomacy when coping with difficult situations;
  • Good administrative and personal organisational skills;
  • Good numeracy skills.
  • Good IT skills / ability to use Microsoft Office and Excel.
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