Job Description
Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Key Duties;
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Key Duties;
- First point of contact for clients, providing life cycle advice
- Providing administration experience relating to financial products
- Ensuring client queries are responded too, within strict timescales
- Ensuring onboarding, transfers and payments are completed by the middle office function
- Gathering and reporting data for client review meetings
- Ensuring client administration is completed to set SLA's and Investment Managers ...