Client Services Associate - London

Client Services Associate – London

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

Job purpose:

1. To deputise for the Client and Investment Administration Manager.
2. To support the company in delivering a high quality, independent service to clients.
3. To adhere to the ethos, culture and purpose of the Company.

Qualifications and Skills:

1. Excellent communication skills.
2. Discretion and integrity.
3. Drive and determination.
4. Meticulous attention to detail.
5. Ability to work under pressure and to tight timescales.
6. Team player and able to work under own initiative.
7. Planning and organisational skills.
8. Business and commercial awareness.
9. Broad knowledge of Xplan (desirable though not essential).
10. Working knowledge of Excel spreadsheets.

Specific tasks / responsibilities:

1. Placing of transactions with platforms.
2. Recording and monitoring of transactional data.
3. Monitoring of cash balances of client investments.
4. Maintenance of Implementation Spreadsheet and production of transaction summaries.
5. Assistance in ensuring data on Xplan and investment provider websites is accurate and up-to-date.
6. Assistance in preparation of tax packs for all clients.
7. Deputising for Client and Investment Administration Manager in his absence.

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