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 an...