Investor Services Associate - London, United Kingdom - Meredith Brown Associates
Description
Our client focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active investment e.g., UK, European, US and global equity funds and they are seeking an Investor Services Associate.
This role is offered on a hybrid working arrangement - minimum of two days in the office each week. When in the office, the role can be based in the City of London or our client's Surrey office.Roles & Responsibilities:
- Processing new business.
- Servicing clients.
- Managing TPA/TA/counterparty activities.
- Undertaking all administrative duties e.g., opening and distributing post.
- Monitoring receipt of stock and cash and associated reconciliations.
- Maintaining client records.
- Processing client money transactions
Experience & Qualifications:
- Experience of working in investor/client services/IFA administration in a fund management, wealth management or customer/adviser facing role.
- Team player with a positive, results orientated approach.
- Excellent communication skills.
- Strong organisational skills
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