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Investment Support Administrator
Posted 23 April by
Meraki Talent Limited
Meraki Talent are recruiting a Financial Services Administrator for a leading Investment Management firm in the heart of Bristol.
Working as part of an established team, you will be responsible for being the first point of contact for client onboarding 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 onboarding requirements are accurate.
Key Duties;
This is a fixed term appointment, which adopts a hybrid approach to working, to give added flexibility.
Apply Now
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Jennifer wants: Administration, Processing, Client Onboarding, Financial Services
'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”
Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’
Working as part of an established team, you will be responsible for being the first point of contact for client onboarding 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 onboarding requirements are accurate.
Key Duties;
- First point of contact for clients
- Providing administration experience relating to onboarding requirements
- Ensuring client queries are responded too, within strict timescales
- Ensuring onboarding of new clients
- Processing and checking client documentation
This is a fixed term appointment, which adopts a hybrid approach to working, to give added flexibility.
Apply Now
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Jennifer wants: Administration, Processing, Client Onboarding, Financial Services
'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”
Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’
Reference: 52518702
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