Join Our Team as a Client Services Assistant! 🌟*Advertised by OA West End*
Are you ready to embark on an exciting career in the investment management industry? Our client, a dynamic and fast-growing investment manager, is seeking a dedicated Client Services Assistant to join their vibrant team in the heart of the West End! This is your chance to contribute to a company that values outstanding customer service and operational excellence.
Position: Client Services Assistant
Contract Type: Permanent
Salary: £30,000 - £36,000 per annum
Working Pattern: Full Time (Hybrid: 3 days in the office)
Location: West End, London
Qualification: University degree or equivalent
What You'll Do:
As a Client Services Assistant, you will play a crucial role in providing operational support for our flagship Inheritance Tax Service. Your responsibilities will include:
Client Onboarding: Streamline the onboarding process for new clients, ensuring accuracy and efficiency.
AML & KYC: Conduct essential compliance checks to uphold regulatory standards.
Data Entry: Maintain and update client information across internal systems with precision.
Enquiry Management: Handle client queries professionally, ensuring timely responses aligned with our industry-leading SLAs.
Cash Management: Process client payments and assist with bank reconciliation tasks.
Administrative Support: Contribute to various ad-hoc projects and operational improvements as needed.
Who You Are:
We're looking for someone with a can-do attitude, excellent attention to detail, and strong organisational skills. Ideal candidates will possess:
A proactive approach with a willingness to learn and adapt.
A collaborative spirit, ready to support and grow with the team.
Dependability and a commitment to delivering top-notch service.
Previous experience in financial services is a plus but not essential!
Why Join Us?
Structured Training: You'll receive comprehensive training to enhance your understanding of our products and processes.
Growth Opportunities: Regular one-on-one meetings will help you track your progress and development.
Dynamic Environment: Be part of a small but impactful team that values your contributions!
Ready to take the next step in your career? If you're honest, hardworking, and eager to make a difference, we want to hear from you! 🌈
Apply now and start your journey with us! 🚀
Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website