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Financial Services



Type of Position: Investor Services Associate
Pay: Negotiable

Investor Services Associate

Our client is looking for a talented Investor Services Associate to join their team in Guildford.

Job Purpose

• Process and administer Premier Fund Managers (PFM) business timely and accurately.

• Support the management of Premier Portfolio Management (PPM) business.

• Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external).

• Act as a point of escalation between Premier Fund Managers and Premier Portfolio Managers.

• Support and proactively manage PFM and PPM projects as they relate to Investor Services.

• Be proactive in managing the launch and ongoing administration of the distribution portal (Connect).

• Service clients and advisers timely and accurately, and in line with the propositions.

• Support any testing or project requirements relating to operational or regulatory changes.

Education / Qualifications

• Educated to GCSE level or equivalent 

Experience / Knowledge

• Experience of working in Investor / Client Services in the finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role 


• Team player with a positive, results orientated approach;

• Communication skills with the ability to communicate effective – both written and verbally at all levels;

• Strong Interpersonal skills;

• Ability to prioritise workload and adhere to deadlines;

• Good Problem Solving skills.

• Ability to demonstrate tact and diplomacy when coping with difficult situations;

• Good administrative and personal organisational skills;

• Good numeracy skills.

• Good IT skills / ability to use Microsoft Office and Excel. 


If you are interested in this position, please email your CV to 

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