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Client Services Assistant

  • Permanent
  • London, UK
  • 30000 GBP / Year

Website northreach Northreach Limited

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  • Date Posted - 10/02/2023
  • London
  • Client Services Assistant
  • Starting From £30,000 per annum
  • Interest in this position?
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Northreach have proudly partnered up with an award-winning investment firm who are looking for a new client’s services assistant. You will be the heart of the organisation by supporting the day to day running of the business, as well as being the front line of support for clients. You will be tasked with supporting client services associates as you grow in your role whilst providing exemplary customer service.

  • Maintaining data within our systems as required
  • Processing new client applications and inputting trades into our systems
  • Processing dealing points for our investments, in which shares are bought or sold on behalf of our clients, and assisting with cash settlement processes
  • Processing payments in from clients and assisting with bank reconciliation processes
  • Using case management systems and resolving client email enquiries
EXPERIENCE WE ARE LOOKING FOR (E – Essential P – Preferred)
  • Experience in financial services is preferred
  • Admin experience
  • Annual leave – 25 days
  • Private medical insurance (vitality)
  • Public bank holidays
  • Employee assistance programme (EAP)
  • Flexible working (‘Flexitime’)
  • Flu vaccinations
  • Eye test

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