A highly regarded boutique Investment Management Company
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.
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)