Investor Services Associate - Guildford

Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working is available, with 3 days each week being office based. Earn £25-30k, depending on experience. We are ideally looking for candidates who have prior private client experience.  

Responsibilities:

-   Process and administer Fund Managers business timely and accurately. 
-   Support the management of Portfolio Management business. 
-   Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external). 
-   Act as a point of escalation between Fund Managers and Portfolio Managers. 
-   Support and proactively manage projects as they relate to Investor Services. 
-   Be proactive in managing the launch and ongoing administration of the distribution portal. 
-   Service clients and advisers timely and accurately, and in line with the propositions. 
-   Support any testing or project requirements relating to operational or regulatory changes

Key skills / experience:

-   Good IT skills / ability to use Microsoft Office and Excel
-   Attention to Detail
-   Excellent organisation and time management skills
-   Proactive approach
-   Able to work under pressure and to tight timescales
-   Teamwork
-   Embracing Change
-   Planning & Organising
-   Enquiring mindset
-   Flexible, driven and determined
-   Excellent communication skills
-   Business and commercial awareness
-   Good numeracy skills
-   Educated to GCSE level or equivalent Experience / Knowledge 
-   Experience of working in Investor / Client Services in the Finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role

If you are interested in this role then please submit a copy of your CV to josie@artemisrecuitment.co.uk 

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