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Posted about 2 months ago

  • Sector: Funds
  • Job Ref: 40204

Work collaboratively and effectively in the custody, fund dealing and banking team in this client-facing role, servicing clients who have custody and cash accounts with this global bank.

This is a great opportunity to join a forward-thinking, positive and creative financial services provider, where your performance and skill set will be valued and rewarded.

Responsibilities will include:

  • Responding to queries from clients, including investigating and resolving any dealing challenges 

  • Working with clients, transfer agents and the wider company network to review services and identify ways of enhancing service delivery

  • Acting as a point of escalation for clients 

  • Assisting with risk assessments 

  • Supporting the sales and onboarding process 

Experience and skills required:

  • Previous experience of banking, custody and funds dealing

  • Either hold or currently working towards Chartered Institute for Securities and Investment unit 2 

  • Good awareness of the compliance and regulatory environment

  • Excellent time management and organisational skills 

  • Ability to work well within a team and independently using own initiative 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.