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Estate Agency

London

06/01/2022

Type of Position: Client Services Associate
Pay: £30-45k neg.

Client Services Associate

We have an exciting opportunity for an individual to fill a Client Services Associate role in London. 

Job purpose:

• To deputise for the Client and Investment Administration Manager.

• To support the company in delivering a high quality, independent service to clients.

• To adhere to the ethos, culture and purpose of London Wall Partners.

Competencies:

• Excellent communication skills

• Discretion and integrity

• Proactive approach

• Flexibility

• Drive and determination

• Meticulous attention to detail

• Ability to work under pressure and to tight timescales

• Team player and able to work under own initiative

• Planning and organisational skills

• Business and commercial awareness

• Enquiring mindset

• Broad knowledge of Adviser Office (desirable though not essential)

• Working knowledge of Excel spreadsheets

 

Specific tasks / responsibilities

• Placing of transactions with platforms 

• Recording and monitoring of transactional data.

• Monitoring of cash balances of client investments.

• Maintenance of Implementation Spreadsheet and production of transaction summaries.

• Assistance in ensuring data on Adviser Office and investment provider websites is accurate and up-to-date.

• Assistance in preparation of tax packs for all clients.

• Deputising for Client and Investment Administration Manager in his absence.

 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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