Leading Investment Manager is offering a great role within there Client Services team. They are looking for someone that is keen to learn and looking to progress in the industry. This would be ideal for someone with some Financial services experience.
Client Services is responsible for the ownership and efficient resolution of investor account related queries, liaising with Wealth Managers and their teams accordingly. The Client Services Assistant role will primarily be non-phone in nature providing a great foundation for the appropriate candidate to progress into the Client Services Executive role in the future. Even though the role is administrative in nature it requires excellent communication skills, strong time management and ideally a foundation level of financial services knowledge.
Work assigned queries from the Client Services e-mail inbox, which is used primarily by Wealth Managers and their support staff for Investor account related queries.
Support the lead SME with the Quarterly Valuation process, assisting with office communication, Market Commentary activity and WM queries.
Distribute specific reports containing Management Information and other data to offices.
Completely the monthly Pricing Model change requests.
Collate the monthly team stats and ensure the appropriate documents are updated within the designated timeframes.
Regularly review the guidance documents available to Client Services ensuring content is accurate, comprehensive, complete and consistent. Recognise when guidance needs to be added or changed, coordinating with the Client Services Manager for additional guidance and direction.
Share important ad-hoc messages with offices via email and the Raymond James Portal updates.
Administer the Orphan account procedures ensuring any client activity is successfully addressed and where appropriate ensure accounts can be closed down.
Action incoming post and follow the correct procedures for returned post.
Action Letter of Authority requests.
Handle other non-phone activity such as 80 Day Debit e-mails, Non-Permissible Asset procedures plus other ad-hoc activity as directed by the Client Services Team Leader.
Consider the principles of Treating Customers Fairly in all business activities.
Ensure our Service 1st culture is adhered to and maintained at all times.
Other duties and team projects as required.
UK Financial Services industry preferred with previous experience of working in a client facing role.
Good working knowledge of Microsoft packages, especially Word and Excel applications mandatory.
Willingness to study for IOC qualification after successful completion of probation period.