Client Service / Investment Administrator
Newcastle
Permanent
Meraki Talent's Financial Services client are looking for a Client Service / Investment Administratorto join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations spectrum.
Responsibilities of the Client Service / Investment Administrator:
- Acting as a primary point of contact for client queries and enquiries
- Overseeing the end to end client lifecycle process and respective operating models for operations
- Ensuring client service excellence
- Owning all client administration tasks and processes including client onboarding, payments, transfers, settlements, ect....
Background of the Client Service / Investment Administrator:
- Experience working within the financial services sector is essential
- Experience working in either an investment operations/administration or client facing capacity within financial services
- Strong client facing, numerical, administrative, and organisational skills
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