Client Service and Platform Support - City of London, United Kingdom - MW recruitment

MW recruitment

Verified Company

City of London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Main Requirements
Ad-hoc client reporting and administration of the client portal.

Assisting in the production of monthly Fund Fact Sheets;
Support of other GMC facilitated services - Ad hoc reports to assist the Front office functions.

To support the Head of Client Services in the delivery of strategic projects, this will include:
The implementation of new systems, policies and controls.

Working to enhance data integrity throughout team so that it can be used in a structured and efficient manner.

Platform Administration, execution and implementation of the MPS Model Portfolios

Third Party Fund set ups on multiple platforms

Execution of investment instructions from IFAs on platforms that are not fully automated

Experience Required
1-2 years front office support experience in wealth management in an administration / operational capacity

An enthusiasm and aptitude for digital client servicing and a general understanding of trends and tools in the industry

Able to operate with senior front office stakeholders as well as operations teams

Good knowledge of asset / wealth management

Degree educated - preferred