Are you passionate about delivering exceptional client service and looking to grow your career in the investment industry? A boutique investments and asset management group is seeking a detail-oriented and proactive individual to join their Client & Broker Services Team, ensuring top-quality service for investors and brokers
The Role
A key role in supporting clients and brokers, handling queries, and ensuring seamless investment administration
About You
You are a motivated and well-organised professional with a passion for client service
The Reward
The Role
A key role in supporting clients and brokers, handling queries, and ensuring seamless investment administration
- Organise and prioritise daily tasks to maintain service standards
- Respond to client and broker queries via email, post, and telephone
- Implement client and broker instructions within procedural guidelines
- Accurately log, track, and update work items for clients and brokers
About You
You are a motivated and well-organised professional with a passion for client service
- Experience in a client service role within funds and investments
- Strong written and verbal communication skills with a confident and professional manner
- Self-motivated with excellent organisational skills
- A team player with the ability to positively contribute to company culture
The Reward
- Opportunities for professional development and career growth
- A dynamic and supportive team environment
- Car parking, private healthcare, and company pension scheme