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Client Services Representative

Page Personnel Finance
Job LocationCity of London
EducationNot Mentioned
Salary£32,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

For the Client Services Representative position, we are looking for a candidate with an exceptional approach to client service who understands that the needs of clients are at the heart of everything as a business. A desire to develop skills and knowledge within a demanding work environment is critical.Client DetailsThe client manages £2.5 billion worth of assets for over 9,000 investors invested in income funds and estate planning solutions. We work in partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for investors. Our investment solutions focus on providing stable returns delivered through a defensive investment strategy, and have an excellent track record of delivering consistent returns.Description

  • Enquiry Management - handling inbound calls and emails from our clients and delivering industry leading client service quality to our stakeholders
  • * Client Services Representative must ensure the highest degree of care and accuracy when producing, checking and distributing regular client communications
  • * Bank Reconciliation - reconciling cash to bank, including accounts at the custodian
  • * Client Onboarding - processing new client applications for our suite of tax products
  • * AML & KYC - Initial & Ongoing screening and ensuring compliance with regulator obligations and Company policies. Use of Equifax and Thomson Reuters World
    • ProfileThe candidate MUST have at least 1+ years experience within Client Service at a FinTech, Asset Management or Investment Management company.Excellent communication skills: both written and verbalThe client services representative must be able to talk confidently about the financial products on offer given that its within a financial services companyAble to get into the City of LondonJob OfferWhat we can offerCultureSuccessful candidates will reap the benefits of working for a business where their voice is heard and their contribution is truly valued. The client has an open and supportive approach towards its employees and the Client Services Team embraces this wholeheartedly.Training and DevelopmentThe successful candidate will be offered training and development within the team and will receive product and organisational overviews from across the business as part of our in-house onboarding process which is offered to all new employees - whatever their role.Recognition of PerformanceJoining an existing team of 15 team members, the candidate will benefit from working on a team where merit truly counts and where outperformance is rewarded with greater responsibility and greater exposure, regardless of length of service. The client also has a company-wide recognition service which is tied strongly to our values.Contributing to ChangeWithin the Client Services Team we are constantly striving to find improvements to our operational procedures and the successful candidate will be provided with the necessary support, training and encouragement to be part of this process. The candidate will also contribute to providing industry leading customer service to all our stakeholders Required skills
  • AML
  • Client Services
  • KYC
  • Onboarding
  • Client Service
  • Reconciliations
  • Client Service Executive
  • Client Service Associate

    • Keyskills :
    AML Client Services KYC Onboarding Client Service Reconciliations Client Service Executive Client Service Associate

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