Investor Services Associate - Guildford
Our client is seeking an Investor Services Associate for their team based in Guildford. The role offers hybrid working, with 3 days in the office weekly. The salary ranges from £25,000 to £30,000, depending on experience. Preference will be given to candidates with prior private client experience.
Responsibilities:
1. Process and administer Fund Managers' business accurately and promptly.
2. Support Portfolio Management activities.
3. Oversee and process discretionary and fund business on relevant platforms.
4. Serve as a point of escalation between Fund Managers and Portfolio Managers.
5. Manage projects related to Investor Services proactively.
6. Assist with the launch and administration of the distribution portal.
7. Provide timely and accurate service to clients and advisers, aligning with company propositions.
8. Participate in testing and projects related to operational or regulatory changes.
Qualifications and Skills:
* Proficient in IT, including Microsoft Office and Excel.
* Strong attention to detail.
* Excellent organizational and time management skills.
* Proactive and adaptable approach.
* Ability to work under pressure and meet tight deadlines.
* Team player with a positive attitude towards change.
* Strong planning and organizational skills.
* Curious mindset with a drive for excellence.
* Excellent communication skills.
* Business and commercial awareness.
* Good numeracy skills.
* Educational background: GCSE level or equivalent.
* Experience in Investor or Client Services within the finance industry, preferably in Fund Management, Wealth Management, or similar roles.
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