Investment Management Administrator
Investment Management AdministratorCentral ManchesterSalary up to £30,000NJR Recruitment are working in Partnership with a Fund Manager who champions the North of England, Northern Ireland and Scotland''s ecosystem and wider economy. Based in central Manchester, our client is now looking to recruit an additional ''Client Services Executive'' to join their growing team. The primary purpose of the role is to provide support for clients, financial advisers, and internal teams, ensuring that an excellent service is maintained. ResponsibilitiesDeliver an efficient and professional service for all customers and financial advisers Management and administration of all client administration processes, for the lifecycle of all investments, from onboarding to withdrawalInput and maintain accurate records on our back-office system, as well as maintaining the online investor portalAnswer incoming calls, taking the initiative to deal with enquiries raised by clients and their financial advisorsProvide daily administration support both internally and externally, building relationships and maintaining regular contact with stakeholdersSkills and Experience Required Previous experience in a client facing role, preferably within an FCA regulated investment manager or financial adviser firmStrong knowledge of Microsoft 365 programmes is essential, in particular Microsoft ExcelGood organisation skills, with an ability to prioritise your workload and meet deadlines, whilst remaining ..... full job details .....
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