Private Client Services

Investment Management firm in the city is looking to hire a temp to join their Client services team, with specific emphasis on Private Clients.

This is an exciting time to join the team as there will also be projects to get involved with as well as other added value duties.

Specific day to day duties will include;

Resolve day to day issues in an efficient manner and within agreed SLA’s
Ensure that appropriate procedures are followed
Accurate approval of client reports within the regulatory deadlines
Develop and maintain communication with Fund Managers
Contribute to client operation projects as required

Candidates will need to have previous experience within a Private client background, ideally with some client reporting experience. 

For more information please contact Craig Murray on 02034650109

July 10, 2013 • Tags:  • Posted in: Financial

Leave a Reply

You must be logged in to post a comment.