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Posted 27 days ago

  • Sector: Funds
  • Job Ref: 40036

Reach your full potential and enjoy a rewarding and progressive career in this client facing role within a leading, multi-jurisdictional financial services provider, which fosters an environment where people are valued and listened to and hard work is rewarded.

In this role, you will be expected to have a strong commitment to client service excellence, administer a varied portfolio of clients and maintain and enhance client relationships.

Responsibilities will include:

  • Liaising with clients on day to day matters

  • Assisting more senior members of staff with their client portfolio

  • Maintaining the statutory books for your own portfolio and preparing regulatory documentation

  • Preparing payment instructions

  • Attending client meetings and circulating board minutes

Experience and skills required:

  • Minimum 2 years’ relevant industry experience, ideally administering corporate clients

  • Either currently or willing to study towards a relevant professional qualification such as ICSA or STEP

  • Proactive and disciplined approach to work

  • Team player

  • Demonstrates drive

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.