Front Office Investment Administrator

Job Ref: 
EHX1810-13
Location: 
Liverpool
Salary: 
Competitive
Type: 
Permanent

Marshall Moore is currently recruiting for a Front Office Investment Administrator with a well-established Investment Management company based in Liverpool City Centre. The successful candidate will provide support to the Investment teams and has direct responsibility for all non-investment related elements of the client relationship in order to deliver excellent client services to their clients.  

Based in impressive offices, this is an excellent opportunity if you have previous experience within the industry and you are now looking to take the next step in your career within Investments.

Key responsibilities for the Front Office Investment Administrator:

  • Responsibility for the non-investment related elements of the client relationship
  • Deliver excellent client service to all clients, both internal and external
  • Maintain the knowledge and skills required to engage confidently and accurately and in line with current industry regulations with both internal and external clients
  • Ensure client reporting and fee processes deadlines are met
  • Deliver all client service processes accurately, efficiently and in the best interests of the client
  • Work closely with the other business teams (Operations, Compliance) to ensure a seamless client experience
  • General administrative support activities
  • Act as a key contact point for  enquires
  • Delegate and monitor tasks to other areas of the business as appropriate
  • Client reporting and fees
  • Actively monitor and arrange client meetings when due
  • Client on-boarding from first contact to sign-up
  • Account closing
  • Responsibility for client static data on all systems
  • Dealing with day-to-day inquires e.g. payments, valuations, website access

Essential Requirements are:

  • Client service experience with a private client wealth manager is preferable
  • Strong inter-personal skills
  • Excellent attention to detail
  • Effective communicator in person and in writing
  • Highly organised and able to multi-task efficiently

 

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