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Client Services Executive

Joining the global client services team, you will be the first point of contact for global client queries and onboarding at this highly regarded provider of investment services.

Responsibilities will include:

  • Onboarding new clients and intermediaries ensuring the client receives the applicable onboarding requirements
  • Ensuring client records are accurately maintained
  • Reviewing and managing global mailboxes ensuring all items are processed and reallocated
  • Providing online portal training to clients
  • Sending monthly, quarterly and ad hoc portfolio and fund valuations

Experience and skills required:

  • Hold a relevant level 4 qualification is desirable
  • Minimum 2 years’ experience working in a finance environment
  • Strong organisational skills and attention to detail
  • Excellent written and verbal communication skills
  • Good working knowledge of Microsoft Excel, Word and Outlook

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.

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Client Services Executive
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