IDEX Consulting Ltd's client, a highly regarded wealth management firm in Leeds, seeks an experienced Senior Investment Assistant to join the front office support team and work closely with Investment Managers to deliver an exceptional client experience.
You will support client portfolios, oversee administrative processes, mentor junior staff, and drive process improvements while ensuring regulatory compliance and robust client servicing across the desk.
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Senior Front Office Investment Assistant β Portfolio & Client Servicing in Leeds employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloydβs Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.