Business Services Executive recruitment

Principal Accountabilities:

  1. Work as part of a team to provide an efficient and effective administration and operational service to the department, resolving general internal and where applicable, external client enquiries
  2. Manage, distribute and document incoming client enquiries in a timely and organised fashion
  3. Update and maintain fundamental client records and authorities, including Trustee information, authorised signatories, bank account details, contacts and distribution lists
  4. Manage and adhere to a schedule of reporting deliverables, preparing and issuing audit and other client reports
  5. Update and maintain all relevant records, logs and databases
  6. Ensure  that all compliance requirements are met, client records are maintained and breaches are flagged if/when they occur
  7. Where required work with your colleagues to identify ways to streamline current processes and procedures in order that the team works more efficiently and effectively

Candidate requirements

Minimum A Level standard or equivalent

• Relevant experience within the investment management industry including providing client service to pension fund clients

• Demonstrable track record of dealing with external clients and building relationships with external contacts

• High attention to detail

• Team-orientated

• Client-focussed

• Highly organised

• Ability to work effectively under pressure

• Aptitude to problem solving

Candidate to start ASAP