Client Services
2 weeks ago
You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.
Skills & Requirements:
_ _
_Essential:
_
- 2 Years' experience in Financial Services, preferably in Wealth Management
- Hard working
- Excellent administration and interpersonal skills
- Capability to work under pressure in order to meet deadlines
- Impeccable attention to detail
- Proficiency in Microsoft Office, particularly Word and Excel
- Ability to work individually and as part of a team
_Preferred:
_
- Awareness of antimoney laundering and know your client/due diligence requirements
The Role:
- Handling report requests (valuations, tax pack reports, income & expenses)
- Looking into erroneous reports (investigate incorrect data & passing to relevant team to correct and checking before confirming to client)
- Booking cost updates
- Locating cash that has been sent in by clients
- Passing on instructions to closures or payments team
- Arranging transfer front sheets
- Taking calls and resolving client's queries
- Reviewing and logging tax forms (W8's/W9's) to client accounts
- Passing on dealing instructions to either the dealers, relationship managers or account managers
- Dealing with incoming post
- Arranging for copies of original documents to be certified and originals sent back to investors
- Updating of static data on SalesLogX and Nexus systems
- Projects work e.g KYC update, renewal of W8 forms
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