Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Client Services Executive - Glasgow

Meraki Talent Limited
Job LocationGlasgow
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.Working as part of an established team, you will be responsible for being the first point of contact for client 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 compliance with internal policies, procedures and regulatory frameworks.Key Duties;

  • First point of contact for clients, providing life cycle advice
  • Providing administration experience relating to financial products
  • Ensuring client queries are responded too, within strict timescales
  • Ensuring onboarding, transfers and payments are completed by the middle office function
  • Gathering and reporting data for client review meetings
  • Ensuring client administration is completed to set SLA’s and Investment Managers are kept up to date on the progress
  • Gathering data for suitability reviews
Applicants should have come from a Financial Services background, in particular Investment or Wealth Management, where you have a proven track record in managing the client administration process. It is imperative you are able to build and retain relationshipswith Investment Managers and other third parties, ensuring a first class client service.This is a permanent opportunity, 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’

APPLY NOW

Client Services Executive - Glasgow Related Jobs

© 2019 Naukrijobs All Rights Reserved