Client Investment Support Associate
A leading UK financial services company is looking for an experienced investment support professional to join their front office team.
The salary on offer is up to £36,000 based on experience and benefits include 25 days annual leave, 10% pension and more!
This varied Front Office Associate role will involve providing support to the asset management part of the business and carrying out the following duties:
- Client documentation
- Managing client queries
- Instructing and reporting on investments
- Client portfolio administration
- Reconciling Asset Management accounts
- Producing factsheets
- Opening and closing of Asset Management client accounts, funds and investments
To be considered suitable you will need the following skills and experience:
- Previous experience of client administration and operations within an Asset Management or FCA regulated organisation
- Strong Excel skills
- Understanding of investment types including OEICs
- Ability to collate and interpret financial data
Any experience with tools such as WDX, Figaro, BITA or Bloomberg would be seen as an advantage.
To apply, please send a copy of your CV
- Contact Name:
- Chris Hiett