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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.
