Posted: 2 June
The role
Investment Management Administrator
Central Manchester
Salary up to £30,000
NJR Recruitment are working in Partnership with a Fund Manager who champions the North of England, Northern Ireland and Scotland’s ecosystem and wider economy. Based in central Manchester, our client is now looking to recruit an additional ‘Client Services Executive’ to join their growing team.
The primary purpose of the role is to provide support for clients, financial advisers, and internal teams, ensuring that an excellent service is maintained. Responsibilities
- Deliver an efficient and professional service for all customers and financial advisers
- Management and administration of all client administration processes, for the lifecycle of all investments, from onboarding to withdrawal
- Input and maintain accurate records on our back-office system, as well as maintaining the online investor portal
- Answer incoming calls, taking the initiative to deal with enquiries raised by clients and their financial advisors
- Provide daily administration support both internally and externally, building relationships and maintaining regular contact with stakeholders
Skills & Experience Required
- Previous experience in a client facing role, preferably within an FCA regulated investment manager or financial adviser firm
- Strong knowledge of Microsoft 365 programmes is essential, in particular Microsoft Excel
- Good organisation skills, with an ability to prioritise your workload and meet deadlines, whilst remaining flexible
- Excellent verbal and written communication skills, ideally with experience of dealing with financial intermediaries and their clients.
- Takes personal responsibility for consistently delivering high quality work
If you come from an FCA background and have knowledge of various products then please send through a copy of your CV to the NJR team.
NJR 16752
