A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract with a salary up to £30,000. This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey.
Key Responsibilities:
* Provide administrative support to enhance team operations and client experience.
* Manage client accounts throughout their lifecycle, ensuring accurate and timely administration.
* Perform client onboarding, complete AML checks, open and amend client accounts, and maintain accurate client documentation.
* Process client queries and liaise effectively with Investment Managers and Advisers.
* Update internal systems and dispatch client documentation as required.
* Support the team by handling inbound client calls and communicating effectively across departments.
* Ensure compliance with internal, regulatory, and CASS frameworks, promptly addressing any concerns.
Qualifications & Experience:
1. Previous experience in a similar role within Financial Services is preferred but not essential.
2. Minimum GCSE (or equivalent) in English and Maths at grade C or above.
3. Proficie...