Client Services Administrator

Resource Management

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Job Description

Client Services Administrator

Location: Guildford

Salary: £23,000 - £27,000 depending on experience + benefits

We are recruiting for a fast growing Investment Management business - they manage £6billion + of assets including multi-asset, UK equities, global equities and Fixed Income.

Experiencing a period of continued growth they are looking for a Client Services Administrator to join the Investor Services division.

Working for their Head Office in Guildford you will be responsible for the servicing and administration of investments' life cycle dealing with Clients and Financial Advisors on a daily basis.

Key duties

  • Processing new business applications (including AML requirements).
  • Processing payment of income and withdrawals.
  • Answering customer and IFA (Independent Financial Adviser) queries.
  • Processing client money transactions (within CASS rules).

This is a varied and challenging client focussed role which will offer the opportunity for long term career development and industry qualifications

Key skills/experience

  • Customer service/administration experience is preferred, ideally from within Financial Services or Wealth Management but not essential
  • Excellent verbal and numeracy skills are essential
  • Ability to work under pressure to meet deadlines.
  • Competent with Microsoft Word and Excel
  • Excellent communication skills.
  • Have the ability to work autonomously.


Overview

  • Location : Guildford
  • Reference : JS-CSA3007/484217618
  • Salary: From 23000.00. uopto 27000.00. Paid Annual.
  • Closing Date:
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