A well regarded city based investment manager is looking to recruit an Customer Services professional.
The role will focus on providing a high level of service to retail investors and financial advisers , handling queries and supporting the administration of a range of tax-efficient investment products.
Key responsibilities:
- Manage investor and adviser queries via telephone and email.
- Process investor transfers, redemptions and exits.
- Support investor communications, valuations, reports and factsheets.
- Assist the Retail Sales team with client and investor activity.
- Help improve processes, service levels and operational efficiency.
The ideal candidate:
- 1 years' experience in financial services, client services or a customer-facing role.
- Good understanding of financial services and retail investment products.
- Excellent communication and organisational skills.
- Strong attention to detail and a proactive approach
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Customer Support Assistant in City of London employer: Elliott James Consulting Ltd
As a leading investment manager located in the heart of the city, we pride ourselves on fostering a collaborative and supportive work environment that prioritises employee growth and development. Our commitment to excellence is reflected in our comprehensive training programmes and opportunities for career advancement, ensuring that our Customer Support Assistants are well-equipped to provide exceptional service to our clients. Join us to be part of a dynamic team that values innovation, teamwork, and a strong work-life balance.
Contact Details:
Elliott James Consulting Ltd Recruitment Team
