Client Services administrator

Client Services administrator

Job Title: Client Services administrator
Contract Type: Permanent
Location: Fareham, Hampshire
Salary: Negotiable
Start Date: ASAP
Reference: BBBH5327_1546977580
Contact Name: Financial Services
Contact Email:
Job Published: January 08, 2019 19:59

Job Description

Investment & Client Services administrator
The Administrator will have primary responsibility for supporting the new client sales process and will have principal responsibility for the in-house CRM system and in particular to develop the system to provide maximum benefit to the firm. The role will require initiative and dependability to carry out the key accountabilitie's and to help the business owners to build on the existing support function.

Liaising with investment managers and custodians/administrators

  • Reconciling fund positions to external counterparties
  • Documenting procedures
  • Instructing corporate action instructions to custodian

For this role we are looking for candidates that have a interest in a company that will offer progression within a financial organisation.

This is a super opportunity and to apply for this role you need to have worked the financial services sector.

  • Attention to detail and a real focus on accuracy
  • Demonstrate initiative, adaptability and flexibility in order to cope with ever-changing demands of the role
  • Have the ability to ensure that deal flows are processed effectively
  • Desire to work hard and succeed in a busy environment

For more details please apply on the Dynamite recruitment website or call Chloe on 02392 455422

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.