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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: PontoonReed
Enfield
Annual Salary: £30,000 - £33,000 Location: Enfield Job Type: Full-time - 8.30pm to 5.30pm We are looking for a Client Services Administrator to join a very well-established business located within the Enfield area. This fast-paced and varied role includes customer liaison, order management, handling emails and calls and above all having the abili
Job Source: ReedStafforce Recruitment
Mitcham
Looking for a highly organised, enthusiastic and energetic Client Service Manager to join our fun-loving, creative and talented team, producing the highest quality print and production for some major brands. You will be responsible for managing client accounts and their projects, providing excellent customer service and introducing new clients. Ap
Job Source: Stafforce RecruitmentAon
London
Account Handler / Client Service Advisor - Real Estate Practice Do you have a genuine curiosity about specialising within the Real Estate insurance arena ? Can you demonstrate proven Account Handling and Client Service skills from within the commercial insurance sector? If so, then we have a phenomenal opportunity to join us in our Real Est
Job Source: AonOptima Recruitment
Leatherhead
Overview: Our client is looking for someone to join their team as a Client Services Associate to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines. This role also assists in the efficient running of the internal office and administration. Based in Leatherhead £22,000
Job Source: Optima RecruitmentReed
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: ReedMorgan Spencer
London
Client Service Admin - Professional Services £29,000 City Our client is a Professional Services firm who is looking for a Client Services Admin to join their well-established team. You will be working with a dedicated team, who pride themselves on delivering an excellent service to their clients. You must have strong client services skills as we
Job Source: Morgan SpencerHalmer Recruit
West Molesey
Our client We have partnered with an amazing business in the heart of West Molesey who are currently looking for an Client Services Executive to join their team due to landing a major contract. They have a hugely supportive working culture and offer consistent career development as you continue to grow into the role. This role will require candida
Job Source: Halmer Recruitgreater 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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