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Client Service Administrator
This job has expired, and cannot be applied for.
- Posted By: Simply Resourcing Ltd
- Address:
- Contact: 0117 966 9500
- Date Posted: 13th Oct 2008
- Salary: £20000 - £24000 per annum
- Location: Bath
- Reference Code: Amy - JR06211
- Views Since Posting: 133
- Full Description:
Client Services Administrators required to work for one of the UKs leading fund supermarkets.
Based in Bath you will be focused on carrying out general administration duties to support your investors requirements.
Responsibilities:
-To activate client accounts, process deals and issue contract notes
-To undertake that all new clients who invest in portfolios are correctly set-up onto the system
-To process customer debit card transactions
-To process dividends and highlight any concerns to the Senior Client Services Administrator or Operations Manager
-To process all CallCredit checks and highlight any concerns to the Senior Client Services Administrator or Operations Manager
-To follow operating procedures ensuring all checks are completed and relevant details verified
-To highlight any system issues to the Senior Client Services Administrator or Operations Manager
-To assist colleagues with day-to-day tasks
To take on any ad-hoc projects from the Operations Manager or Senior Client Services Administrator.
Qualifications
-Educated to a minimum A Level standard
-Completion or working towards an IAQ qualification (desirable)
Required Skills
-Previous experience in any of the following areas: Fund Administration, Transfers, -Reconciliation and Dividends.
-Previous experience of CREST
-Good understanding of Investment products (ISA/PEP, unit trusts)
-Industry knowledge and awareness of regulated environments
-PC Literacy and internet skills
Personal Qualities
-A team player - willing to share knowledge and ideas
-Good interpersonal skills
-Good planning and organisational skills
-Confident manner
-Attention to detail
-Ability to work under pressure
-Positive attitude and remains focused
Hours: Monday - Friday 09:00 - 17:30
Salary: £20,000 - £24,000 DOE
Benefits include: 25 days annual leave, life assurance and employer pension contribution
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