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The three founders are ambitious and highly respected in their respective fields of banking, investment management and technology, and between them have built a number of successful businesses to date. The firm is now looking for a top quality Client Service Analyst to support the Operations and Wealth Management teams in servicing clients. The business is a well-resourced start-up and prides itself on fostering a culture which is non-hierarchical, inclusive and collaborative, where all members of the team are encouraged to learn from one another to grow and develop their skills. This is an excellent opportunity for a highly-motivated, self-sufficient, intellectually curious, hands-on person to play a leading role in a rapidly growing company.
Main Duties & Responsibilities
The successful candidate will have a broad range of responsibilities, including:
On-boarding new clients
Assisting with ad-hoc client queries
Overseeing the administration of our in-house UCITs funds
Reconciling client portfolios
Interacting with service providers (banks, brokers, custodians)
Executing client investment instructions
Organised and methodical in their approach to work
Self-starter with ambition to work autonomously
Excellent communication skills (will eventually have direct conversations with clients)
A desire to continuously learn and grow their knowledge & understanding
Qualifications & Experience
1-3 years financial services experience
Bachelor's degree (minimum 2:1) from a red brick university
A desire to work in a small team & fast paced environment
Understanding of fund dealing and fund administration would be advantageous
Internal Number: 6500792
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