Client Services Investment Assistant

Employer
JJ Search
Location
London, United Kingdom
Salary
Competitive Salary
Closing date
Jan 31, 2023

View more

Job Role
Accounts Assistant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
You need to sign in or create an account to save a job.
The Company

A highly regarded boutique Investment Management Company

The Role

The Client Services Investment Assistant will be part of a team providing support and assistance for the Wealth and Investment Managers.

The Client Services Investment Assistant will perform a number of client related tasks as well as undertake general administrative and organisational responsibilities.

You will collate and distribute account opening packs and ensure they are complete with all supporting client and investment documentation included.

You will issue client UK and US tax reports to clients and their tax advisors in a timely manner, and will open and maintain cash deposits at external parties for clients.

The Client Services Investment Assistant will monitor the account opening process, monitor asset and cash transfers , and resolve Introducer and client queries on portfolios and the account opening process, ensuring excellent client service throughout.

The Client Services Investment Assistant will liaise effectively with external custodians and providers to obtain information required in the support of clients.

The Candidate

1-2+ years’ experience within a Wealth Management / Investment Management / Asset Management setting with a good understanding of Front Office systems

Accurate with strong attention to detail

Strong verbal and written communication skills

Organised and able to prioritise and meet objectives in a busy environment

Working knowledge of the Microsoft Office suite of products (Outlook, Excel and Word)
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert