Client Associate
We are currently recruiting for a Client Associate to join a leading Investment House based in South west London
The successful individual may be responsible for:
Manage all matters relating to new and existing retail clients’ investment accounts
Interact with investors to deliver first-class service in providing client support and to resolve account and transaction-related queries
Manage daily investment administration processes and liaise with 3rd party service providers as needed to ensure accuracy and timeliness of client account and transactions
Work on individual and group projects to continue to improve business and operational processes, where applicable
Essential Qualifications/ Skills/ Experience
General business, accounting or financial degree with a good academic track record
Well spoken and a positive communicator
A client-centric focus to build and maintain client trust and confidentiality
Excellent verbal and written communication skills
1-3 years’ experience in a client servicing role
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