Investment Desk Support & Client Services Assistant

Canaccord Wealth; Newcastle upon Tyne; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial services firm in the UK is seeking an individual to provide administrative support for Investment Managers. The role involves developing client relationships, handling account processes, and maintaining data accuracy in Avaloq. Ideal candidates will have strong administrative skills and knowledge of the financial services industry. The position promotes proactive learning and improvement initiatives within the team.

Qualifications

• Experience in providing administrative support in a financial context.
• Ability to manage client relationships effectively, especially with vulnerable clients.
• Knowledge of financial products and services.

Responsibilities

• Provide administrative support as directed by the Investment Manager.
• Develop and maintain client relationships with timely support.
• Assist in account opening and closing processes.

Skills

Administrative support

Client relationship management

Data entry

Excel reporting

Financial services knowledge

Tools

Avaloq

Excel

Job description

A leading financial services firm in the UK is seeking an individual to provide administrative support for Investment Managers. The role involves developing client relationships, handling account processes, and maintaining data accuracy in Avaloq. Ideal candidates will have strong administrative skills and knowledge of the financial services industry. The position promotes proactive learning and improvement initiatives within the team.