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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

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