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Director, Investment & Middle Office
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Salary | £30k to £40k |
Type | Permanent |
Location | London |
Sector | Investment & Middle Office |
Job Reference | T8/KH/30741 |
Contact | Kirsty Pineger |
Date posted | 28-01-2019 |
We are now recruiting for individuals with client services experience for a top tier wealth manager here in London.
This is a fantastic opportunity for an individual with a year's worth of experience in client services either from an AM or FS background with a keen interest in Wealth Management.
Key responsibilities;
- Responsible for incoming calls, emails and providing high class professional experience
- Oversight of the onboarding process
- Continuous improvement of the client journey
- Work with the Operations and Technology teams to test new features of the service
Key skills;
- Strong academic background through to degree level
- Knowledge of the financial industry and investments
- Strong track record of interacting with clients
- Strong communication skills
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Director, Investment & Middle Office