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Finance & Accountancy
Investor Support Executive
Investor Support Executive £20,000 + Bonus + Benefits
An exciting opportunity has arisen to join a leading Asset Management Company in Cheshire. The Financial Services Organisation is seeking a Investor Support Executive to join on a permanent basis.
As a Client Services Executive you will be working as part of a productive, high performing team providing a first class service to internal and external clients by processing Middle Office activities of all types.
Promoting and maintaining service:
As key member of Investor Support team, deal with incoming client queries by telephone, secure messaging and post regarding execution only services
Identify target clients for promotion of re-registration, agency switch and online services
Promote re-registration, agency switch and online services through regular targeted mailings
Maintain accurate records of mailing results and report to line manager as required Administration Responsibilities:
Process investment applications, investment cheques and client instructions in line with service level agreements
Carryout online anti-money laundering checks in accordance with compliance requirements
Track all new business, including transfers through to completion
Monitor client accounts to ensure personal data and account details are accurate on internal CRM systems (Sales Logix & 1st Software)
Maintain accurate client records and efficient filing system
Adhere to Compliance procedures, TCF and FSA Regulations at all times to ensure regulatory requirements and company policies are not breached
Ability to demonstrate and understand the regulatory framework relevant to the role, whilst practising effective risk management at all times.
Experience of outbound calling to existing clients for both day to day maintenance of accounts and company initiatives
If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal
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