Client Services Assistant

Recruiter
Anonymous
Location
Daventry
Salary
28 days holiday, on site parking
Posted
13 Jun 2019
Closes
11 Jul 2019
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
Cient Services Assistant
Daventry
GBP19,000 - GBP22,000
Our client, a multi sited financial services business, are recruiting for a Client services Assistant to join their professional team, due to company expansion. This a company that appreciates work-life balance. They offer a platform for your voice to be heard with ongoing training and support, this is a fantastic opportunity to join a professional and friendly team.
The main purpose of Client Services Assistant is to deliver exceptional service to clients. Duties will include:
* Processing client pledges
* Updating new client records
* Loan note calculations
* Calculation of interest
* Communicating with clients, investee companies and third-party administrators
* Processing transactions such as dividends and loan interest payments
This is a varied position for a candidate who is organised in their work, keen to learn, holds strong communication skills and is able to work to deadlines and multi-task. Candidates will hold previous experience of Accounts within a regulated environment. Ie. Financial Services, Legal, Accountancy Practice or Banking. Strong Excel skills are essential

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