Client Services Representative - Greater London, United Kingdom - Cameron Kennedy
Description
Job Description
Client Services Analyst
Salary up to £40k + Bonus + Benefits
Location: London
THE COMPANY
A leading Wealth Manager are looking for a Client Services Analyst to join a team who have a wealth of experience. This is a progressive organisation offering an excellent career path in an expanding business.
EXPERIENCE AND SKILLS REQUIRED
In order to be considered for this role, you should meet the following criteria:
YOU MUST HAVE - 2-3 years working in Client Service roles within the financial services industry
Preferably educated to degree level
Broad knowledge of ETFs and core Investment processes (Corporate Actions, Reconciliations, Payments, Trade Support, Fees, Management Information, Transfers)
Understanding of Investment products including ISAs, JISAs, SIPP
Role:
Key Responsibilities:
Account Opening and Closing processing including ISA Transfers
Managing workflow queues and mailboxes
Maintain all client account details to ensure all data is held accurately
Be responsible for updates to client accounts i.e. change of name, contact details, bank account etc
Processing client cash payments and transactions
Probate processing
Supporting investors with onboarding and information requests
Communication of a professional and highly proficient standard at all times
Escalate issues appropriately, timely and effectively
Ensure that all client-service related activities are fully in compliance with the processes and procedures for the firm's AML and KYC obligations
Support marketing activities and client communication strategies
Demonstrate knowledge of the investment process for payments, trading, corporate actions etc
Produce and manage reporting of analytical client data
Contributing to projects related to creating an efficient, responsive and process driven team
Work collaboratively with departments across the business
Interact internally and with third party providers and raise service tickets as required
Be compliant all company Policies pertaining too impacting Advice, fraud, suspicious activity etc
For full information including a full job specification please contact Patrick Barnett in confidence on or email him at