Full Description

A great opportunity with one of the UKs leading independent wealth management firms. The purpose of this role is to assist in delivering an effective administrative and client relations support to the portfolio management and stockbroking teams. Duties will include producing valuations, liaison with Operations Centre, assisting clients with online queries, payments and asset transfers, day to day support work plus instructions and liaison in respect of non-nominee clients and funds. Candidate should have a minimum of 2 years recent Client Services experience within the finance industry or experience in a similar role as well as a good understanding of working in a regulated environment.

For more information please visit https://www.source.gg/jobs/16953/client-services-officer.

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