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Investment Support Administrator

Job LocationBristol
EducationNot Mentioned
Salary£25,500 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Meraki Talent are recruiting a Financial Services Administrator for a leading Investment Management firm in the heart of Bristol.Working as part of an established team, you will be responsible for being the first point of contact for client onboarding enquiries, providing a first class client service.This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring onboarding requirements are accurate.Key Duties;

  • First point of contact for clients
  • Providing administration experience relating to onboarding requirements
  • Ensuring client queries are responded too, within strict timescales
  • Ensuring onboarding of new clients
  • Processing and checking client documentation
Applicants should have come from a Financial Services background, in particular Investment or Wealth Management, where you have a proven track record with client onboarding.This is a fixed term appointment, which adopts a hybrid approach to working, to give added flexibility.Apply NowIs this job for you AtMeraki, we love recruitment and love words. Is this youJennifer wants: Administration, Processing, Client Onboarding, Financial ServicesBy submitting your information, you confirm you have read and understood ourPrivacy Noticewhich outlines how we use information we collect about you.”Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’

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