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    Trade Execution | Client Services

    A role that provides a high level of investment service within a global provider of banking and financial services. You will have the opportunity to develop long term client relationships and provide oversight and guidance to a stockbroking team.

    Main duties:

    • Managing client relationships, providing support in their decision making to include fee scales and providing investment information on the back of queries, investment and payment instructions
    • Receiving and processing trade instructions
    • Providing information relating to volumes and revenue
    • Reviewing and dispatching reports generated by an investment system
    • Deciding on selling positions for clients who have not paid fees as required
    • Monitoring the administrative support and client service levels
    • Participating in specific projects and activities as required to support the business

    Skills, knowledge and expertise required:

    • Ideally you will hold a Diploma in investments or securities, IAQ or certificate in securities or equivalent
    • Member of the Chartered Institute of Investments and Securities
    • Solid experience in investment administration, including receipt of client orders, payments, risk reporting, Foreign Exchange, corporate actions, trade capture and settlements
    • Working knowledge of investments systems and end to end investment processes
    • Extensive experience working in a client facing role and managing client service requests

    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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    Trade Execution | Client Services
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