Client Operations Administrator (Investments / Assets)
- Recruiter
- Networx Recruitment
- Location
- London (Central), London (Greater)
- Salary
- £Competitive Salary
- Posted
- 28 Jan 2019
- Closes
- 18 Feb 2019
- Ref
- NTXMG385592
- Contract Type
- Permanent
- Hours
- Full Time
Client Operations Administrator (Investments / Assets)
London
£Competitive Salary
Our client has an opportunity for a meticulous and proactive individual to provide an excellent service to both internal and externals stakeholders and ensure that all client packs are available. You will be responsible for client onboarding, ensuring that all necessary information for account opening is provided and transfer stock and cash assets in a timely manner. You will also be expected to close accounts and transfer assets (both stock and cash) to the client or counterparty. Accustomed to working in a regulatory environment, you will adhere to processes and legislation and efficiently work to set deadlines. You will be able to understand and assimilate complex data, identifying and escalating any risks as necessary.
With a detailed understanding of asset allocation, you will have experience of similar client application / opening documentation and client reports. You will have a sound knowledge of all types of investment accounts including SPM / CGRT and small accounts, as well as Bita and portfolio linking. You will quickly become an expert of their policies and procedures and will be adept at developing knowledge of their systems.