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Client Services Administrator
- Posted By: Switch Recruitment Services
- Address:
- Contact: 01473 826088
- Date Posted: 19th Dec 2008
- Salary: £18-24k Basic
- Location: Bristol (City Centre)
- Reference Code:
- Views Since Posting: 154
- Full Description:
This is a very exciting opportunity for candidates to join one of the UK\'s leading fund supermarkets due to their recent and ongoing expansion plans. Our client is looking for people to provide administration support within their Client Services Team.
Responsibilities include:
- To process all equity, unit trust, OEIC, income and accumulation units received, on our internal system, ensuring a high degree of accuracy at all times
- To deal with any client/IFA queries and complaints received by post, email, fax or phone until the matter has been satisfactorily resolved and to ensure achievement of published SLAs
- To undertake all duties in a timely manner without constant referral to other members of the team
- Ensure that all new systems, procedures or policies are followed as directed by the Head of Corporate Events
- To process Corporate Actions within Crest and an understanding of Crest procedures
Experience:
- Previous experience in Financial Services preferable - Global Custody, Investment Management or Funds/Equity administration, Stockbroking.
- Previous experience in dividend processing would be a preferred requirement
- Previous experience in Corporate Action administration would be a preferred requirement, including Crest procedures
- An good understanding of investment products and share types
In return our client is looking to offer a basic salary of circa £18-24k plus an excellent benefits package and many opportunities to progress your career within this rapidly expanding organisation.
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