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Client Service / Investment Administrator

Posted 10 days ago

Client Service / Investment Administrator Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Client Service / Investment Administrator to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations spectrum.Responsibilities of the Client Service / Investment Administrator:-Acting as a primary point of contact for client queries and enquiries -Overseeing the end to end client lifecycle process and respective operating models for operations -Ensuring client service excellence-Owning all client administration tasks and processes including client onboarding, payments, transfers, settlements, ect….Background of the Client Service / Investment Administrator:-Experience working within the financial services sector is essential -Experience working in either an investment operations/administration or client facing capacity within financial services -Strong client facing, numerical, administrative, and organisational skills
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