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Client Service AdministratorView Job details:
| Posted by: | Simply Resourcing Ltd |
| View all jobs from Simply Resourcing Ltd | |
| Address: | Windsor House Greville Road, Bedminster Bristol BS3 1LL |
| Contact Details: | 0117 966 9500 |
| Date Posted | 21st Jul 2008 |
| Reference Code: | Amy - JR05992 |
| View Since Posting: | 137 |
| Salary: | £14000 - £20000 per annum |
| Vacancy Location: | Bath |
| Full Description: | |
| 7365107 Client Services Administrators required to work for one of the UKs leading fund supermarkets. Based in Bath you will be focused on carrying out general administration duties to support your investors requirements. Responsibilities: *To activate client accounts, process deals and issue contract notes *To undertake that all new clients who invest in portfolios are correctly set-up onto the system *To process customer debit card transactions *To process dividends and highlight any concerns to the Senior Client Services Administrator or Operations Manager *To process all CallCredit checks and highlight any concerns to the Senior Client Services *Administrator or Operations Manager *To follow operating procedures ensuring all checks are completed and relevant details verified *To highlight any system issues to the Senior Client Services Administrator or Operations Manager *To assist colleagues with day-to-day tasks *To take on any ad-hoc projects from the Operations Manager or Senior Client Services Administrator. Qualifications *Educated to a minimum A Level standard *Completion or working towards an IAQ qualification (desireable) Required Skills *Previous experience in any of the following areas: Fund Administration, Transfers, *Reconciliation and Dividends. *Good understanding of Investment products (ISA/PEP, unit trusts) *Industry knowledge and awareness of regulated environments *PC Literacy and internet skills |
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