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Investor Services Associate

Artemis Recruitment Consultants Ltd
Posted 2 days ago, valid for 17 days
Location

Guildford, Surrey GU48EY, England

Salary

£28,000 - £33,600 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client is seeking an Investor Services Associate for their Guildford team, offering hybrid working with three days in the office each week.
  • The salary for this position ranges from £25,000 to £30,000, depending on the candidate's experience.
  • Candidates should ideally have prior experience in private client services, particularly in the finance industry, such as Fund Management or Wealth Management.
  • Key responsibilities include processing Fund Managers' business, managing Portfolio Management, and serving clients and advisers accurately and timely.
  • Essential skills include good IT proficiency, attention to detail, excellent organization, and strong communication abilities.

Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working is available, with 3 days each week being office based. Earn £25-30k, depending on experience. We are ideally looking for candidates who have prior private client experience.

Responsibilities:

- Process and administer Fund Managers business timely and accurately. - Support the management of Portfolio Management business. - Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external). - Act as a point of escalation between Fund Managers and Portfolio Managers. - Support and proactively manage projects as they relate to Investor Services. - Be proactive in managing the launch and ongoing administration of the distribution portal. - Service clients and advisers timely and accurately, and in line with the propositions. - Support any testing or project requirements relating to operational or regulatory changes

Key skills / experience:

- Good IT skills / ability to use Microsoft Office and Excel- Attention to Detail- Excellent organisation and time management skills- Proactive approach- Able to work under pressure and to tight timescales- Teamwork- Embracing Change- Planning & Organising- Enquiring mindset- Flexible, driven and determined- Excellent communication skills- Business and commercial awareness- Good numeracy skills- Educated to GCSE level or equivalent Experience / Knowledge - Experience of working in Investor / Client Services in the Finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role

If you are interested in this role then please submit a copy of your CV to Josie at Artemis Recruitment.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.