Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working is available, with 3 days each week being office-based. Earn £25-30k, depending on experience. We are ideally looking for candidates who have prior private client experience.
* Process and administer Fund Manager's business timely and accurate.
* Support the management of Portfolio Management business.
* Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external).
* Act as a point of escalation between Fund Managers and Portfolio Managers.
* Support and proactively manage projects as they relate to Investor Services.
* Be proactive in managing the launch and ongoing administration of the distribution portal.
* Service clients and advisers timely and accurately, and in line with the propositions.
* Support any testing or project requirements relating to operational or regulatory changes
Key skills/ experience:
* Good IT skills/ ability to use Microsoft Office and Excel
* Attention to Detail
* Excellent organisation and time management skills
* Proactive approach
* Able to work under pressure and to tight timescales
* Teamwork
* Embracing Change
* Planning & Organising
* Enquiring mindset
* Flexible, driven and determined
* Excellent communication skills
* Business and commercial awareness
* Good numeracy skills
* Educated to GCSE level or equivalent Experience / Knowledge
* Experience working in Investor/ Client Services in the Finance industry, preferably in Fund Management, Wealth Management or other similar customer/ adviser facing role.