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Financial Services



Investor Services Associate - up to £30k

Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working available. Earn £25-30k, depending on experience. Ideally candidates should have private client experience.  Specific activities include:
  • Process and administer Fund Managers business timely and accurately. 
  • Support the management of Portfolio Management business. 
  • Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external). 
  • Act as a point of escalation between Fund Managers and Portfolio Managers. 
  • Support and proactively manage projects as they relate to Investor Services. 
  • Be proactive in managing the launch and ongoing administration of the distribution portal. 
  • 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
Key skills / experience:
  • Good IT skills / ability to use Microsoft Office and Excel
  • Attention to Detail
  • Excellent organisation and time management skills
  • Proactive approach
  • Able to work under pressure and to tight timescales
  • Teamwork
  • Embracing Change
  • Planning & Organising
  • Enquiring mindset
  • Flexible, driven and determined
  • Excellent communication skills
  • Business and commercial awareness
  • Good numeracy skills
  • 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
Please email your CV to to register your interest.

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