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Permanent

Client Services Assistant

London
money-bag 28000.00-28000.00 Annual
Posted 1 week ago

Client Services Assistant Advertised by OA West EndAre you looking for an opportunity to join a dynamic and rapidly growing organisation in the financial services sector? Our client, a leading investment management firm, is seeking a Client Services Assistant to join their highly esteemed Client Services Team. As a key member of the team, you will provide crucial support in managing client relationships and ensuring the smooth running of the business.JOB TITLE: Client Services AssistantCOMPANY: Financial ServicesCONTRACT: PermanentLOCATION: Closest train stations: Euston, Warren St (hybrid working)SALARY: 28,000 - 35,000We are looking for a candidate with a can-do attitude, strong attention to detail, and excellent organisational skills. While experience in financial services is advantageous, it is not a prerequisite for this role. What matters most is your willingness to learn and thrive in a demanding work environment.Your main responsibilities will include:- Data Entry: Maintaining accurate and up-to-date information in our systems.- Client Onboarding and Trade Entry: Processing new client applications and inputting trades into our systems.- AML and KYC: Ensuring compliance with regulatory obligations and company policies.- Cash Management: Assisting with processing client payments and bank reconciliations.- Ad-hoc projects: Supporting the team with various projects and tasks.- Enquiry Management and Call Handling: Providing exceptional customer service to our clients and ..... full job details .....

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