Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Bristol.
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Key Duties;
- First point of contact for clients, providing life cycle advice
- Providing administration experience relating to financial products
- Ensuring client queries are responded too, within strict timescales
- Ensuring onboarding, transfers and payments are completed by the middle office function
- Gathering and reporting data for client review meetings
- Ensuring client administration is completed to set SLA's and Investment Managers are kept up to date on the progress
- Gathering data for suitability reviews
Applicants should have come from a Financial Services background, in particular Investment or Wealth Management, where you have a proven track record in managing the client administration process. It is imperative you are able to build and retain relationships with Investment Managers and other third parties, ensuring a first class client service.
This is a permanent opportunity, which adopts a hybrid approach to working, to give added flexibility.
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Jennifer wants: Administration, Processing, Client Onboarding, Financial Services
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