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Client Administrator - Investment Management

IDEX Consulting Ltd
Job LocationBirmingham
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

A fantastic opportunity has arisen for an experienced Client Administrator to join a top tier investment management and financial planning practice. Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity. The primary duties for this role includes providing support for an Investment Manager Partner ensuring excellent client service is met. This role offers flexibility to work from home and from offices in central Birmingham.Accountabilities:

  • To work closely with Investment Managers ensuring excellent client outcomes
  • Maintain close relationships with clients and maintain regular contact
  • Updating back-office systems and client records
  • Liaise with internal teams
  • Transactional administration linked with IM
  • Preparation for IM client meetings and business presentations
Knowledge and attributes:
  • Experience gained supporting investment professionals
  • Excellent attention to detail
  • Able to multitask and prioritise effectively
  • Excellent communication skill and stakeholder management skills
  • Team player with a hands-on motivated approach
On offerAn attractive salary, bonus and benefits package including home and office hybrid flexibility. Benefits include bonus, PMI, life, flexi-bens, holiday buy/sell scheme, parental bens.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.Required skills
  • 1Investment Management
  • 1Client Administrator

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