Stock Transfers/ Client Service Administrator
My Client are a boutique Wealth Management Service who pride themselves on the range of Financial Services they provide.
They are a long-standing competitor in this market and are currently recruiting an administrator to join their Stock Transfer team.
The ideal individual will have knowledge and experience surrounding stock transfers and servicing clients. The main aspect of this role is to deal with stock transfers. You will also be expected to handle enquiries from both clients and other members of staff on all matters relating to these transfers and other aspects of the position.
Desired Experience:
Experience Working in either a Pension/IFA/Investment Client Service role
Knowledge of Stock Transfers
Industry Qualification such as IOC/IAQ
Ability to deal with a range of queries such as settlements, dividends, corporate actions
Liaise with clients over the phone or via email
You must be able to work well in a professional setting, dealing with senior members of staff and working to tight deadlines.
Please send your most up to date CV in the first instance to be considered for this role.
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