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Pontoon
Bromley
Client Service Representative Bromley 12 Month Contract £75,000 per annum (PAYE) The Role My high-profile banking client is seeking a dynamic and experienced Client Service Representative (CSR) to join their team. In this role, you will serve as the main point of contact for a prestigious clientele dealing in Futures & Options and OTC clearing
Job Source: PontoonStafforce
Mitcham
An organisation that empowers brands to flourish and help clients build strong brands by combining creativity with the highest quality print and production has an excellent opportunity for an experienced ‘Client Services Manager' to join their fun-loving, creative and talented team, producing the highest quality print and production for some majo
Job Source: StafforceNUS Consulting Group
Redhill
Administrator – Client Services Job Type: Full Time, Permanent Location: Redhill, Surrey Working Hours: 37.5 hours per week, Monday to Friday Salary: £22,500 - £25,000 per annum depending on experience Applications from trainees looking for a more Junior role are also welcomed. Benefits: Holidays 22 days plus bank holidays Discretionary bonus A
Job Source: NUS Consulting GroupNUS Consulting
Redhill
Administrator – Client Services Job Type: Full Time, Permanent Location: Redhill, Surrey Working Hours: 37.5 hours per week, Monday to Friday Salary: £22,500 - £25,000 per annum depending on experience Applications from trainees looking for a more Junior role are also welcomed. Benefits: Holidays 22 days plus bank holidays Discretionary bonu
Job Source: NUS ConsultingPage Personnel Finance
London
The Client Service Associate presents an exciting and challenging client facing role within the Relationship Management team, situated in the London office. Client Details The financial services client based in London's west end, is a London based investment firm that provides execution-only, discretionary and advisory asset management services to
Job Source: Page Personnel FinanceBJSS
greater london, england, United Kingdom
About Us We’re an award-winning innovative tech consultancy - a team of creative problem solvers. Since 1993 we’ve been finding better, more sustainable ways to solve complex technology problems for some of the world’s leading organisations and delivered solutions that millions of people use every day. In the last 30 years we won several awards,
Job Source: BJSSCameron Kennedy
greater london, england, United Kingdom
Client Services Associate – Asset Management £35000 - £42,000 + Bonus + Benefits THE COMPANY The Company is one of the Leading UK Asset Managers with large AUM and excellent forward think work ethic. EXPERIENCE AND SKILLS REQUIRED Must have Asset or Investment Management experience Minimum of 2 years Client Services experience Strong Communicatio
Job Source: Cameron KennedyReed
London
Client Services Administrator Contract Type: Fixed-Term Contract (12 Months) Salary: £18,000 - £20,000 Job Type: Full-time (37.5 hours per week, 9:00 am - 5:30 pm, Monday to Friday with an hour lunch break) We are looking for a dedicated Client Services Administrator to join our team. Reporting to the Admin Manager, you will provide essential
Job Source: Reedgreater london, england, United Kingdom
Client Services Analyst
Salary up to £40k + Bonus + Benefits
Location: London
THE COMPANY
A leading Wealth Manager are looking for a Client Services Analyst to join a team who have a wealth of experience. This is a progressive organisation offering an excellent career path in an expanding business.
EXPERIENCE AND SKILLS REQUIRED
In order to be considered for this role, you should meet the following criteria:
YOU MUST HAVE - 2-3 years working in Client Service roles within the financial services industry
Preferably educated to degree level
Broad knowledge of ETFs and core Investment processes (Corporate Actions, Reconciliations, Payments, Trade Support, Fees, Management Information, Transfers)
Understanding of Investment products including ISAs, JISAs, SIPP
Role:
Key Responsibilities:
Account Opening and Closing processing including ISA Transfers
Managing workflow queues and mailboxes
Maintain all client account details to ensure all data is held accurately
Be responsible for updates to client accounts i.e. change of name, contact details, bank account etc
Processing client cash payments and transactions
Probate processing
Supporting investors with onboarding and information requests
Communication of a professional and highly proficient standard at all times
Escalate issues appropriately, timely and effectively
Ensure that all client-service related activities are fully in compliance with the processes and procedures for the firm’s AML and KYC obligations
Support marketing activities and client communication strategies
Demonstrate knowledge of the investment process for payments, trading, corporate actions etc
Produce and manage reporting of analytical client data
Contributing to projects related to creating an efficient, responsive and process driven team
Work collaboratively with departments across the business
Interact internally and with third party providers and raise service tickets as required
Be compliant all company Policies pertaining too impacting Advice, fraud, suspicious activity etc
For full information including a full job specification please contact Patrick Barnett in confidence on 02073370045 or email him at [email protected]
Client Services Representative jobs in greater london, england, United Kingdom
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