Client Operations Executive Client Operations Executive …

Elliott James
in London, United Kingdom
Permanent, Full time
Last application, 02 Dec 21
£25,000 - £28,000 + Bonus
Elliott James
in London, United Kingdom
Permanent, Full time
Last application, 02 Dec 21
£25,000 - £28,000 + Bonus
Posted by:
Hannah Davey • Principal Buy Side Recruiter
Posted by:
Hannah Davey
Principal Buy Side Recruiter
My client are an investment manager based in the city of London, due to growth we are looking for several operations client services professionals to join the team.

Responsibilities include:

  • Processing of applications, onboarding new customers
  • Service clients through the life of the investment including the deceased process
  • Full KYC/AML checks on all customers as well as ongoing checks
  • Maintaining investor and adviser records
  • Provide an exceptional level of customer service
  • Resolve incoming queries via telephone, email and post
  • Build relationships and trust with your customers through open and honest communications, getting it right first time
  • Maintain product and industry knowledge in order to support customer queries
  • Log all customer interactions, gathering feedback in order to improve our services
  • Liaise with all internal departments in order to resolve customer queries

Key skills and experience

  • A flexible personality who thrives working in a busy team environment
  • Previous KYC/Onboarding experience
  • Diligence and attention to detail with strong numeracy skills
  • Proficient knowledge of MS Office applications
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