Investment Client Services Team

Cathedral Appointments are looking to recruit for this great opportunity. The role will be within client services and it will require knowledge and experience of working in the wider banking/investment/financial administration arena.

To work proactively supporting the client services team in delivering a personalised and high quality service to all clients. The role includes, supporting the client relationship managers to ensure that client queries and requests are handled accurately, efficiently and promptly.

Responsibilities:

• Client on-boarding - Ensuring that the correct documentation is provided to/received from clients, establish entity/client records and portfolios on all systems. Carry out anti-money laundering checks in line with current UK legislation
• Fund allocation and daily trades - essentially a middle office role
• Data Retention - Accurately inputting and updating client data across all systems
• Transfers - Ensure that the correct documents are received and forwarded to relevant third parties
• Processing instructions - Process instructions received from clients quickly and efficiently
• Taking incoming and making outbound calls to clients and third parties
• Ongoing Client Relationship - Supporting the client relations team in maintaining a strong relationship with the client and dealing with client queries
• CPD - Maintain an appropriate level of understanding of the rules/legislation surrounding products and services such as CGT, ISAs, SIPPs, Trusts, GDPR
• Generating valuations, account statements and performance data on client request
• Arranging for sensitive information to be sent securely via electronic medium
• Collation and despatch of large scale mailings

Requirements:

• A professional manner, motivated, proactive and the ability to learn quickly in order to support the busy teams
• Study support towards CISI exam route as this is an opportunity to grow within the business
• Good working knowledge of MS Word/Excel/Outlook
• High levels of accuracy with strong attention to detail
• Strong communication skills - both oral and written
• Ability to meet deadlines and work within restricted timescales
• Ability to work on own initiative but also be a strong team player
• A positive 'can do' attitude

Closing Date: Please note that we will accept applications up to the closing date, however all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date.

If you have the skills and experience stated, please apply NOW!

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