Address
Form of work Client Support Analyst
Competitive Salary
Permanent
Edinburgh
Meraki Talent's client is an established Fund Services provider based in Edinburgh, that offers high-quality administration and depository services to a number of Investment clients. They are looking to hire a Client Support Analyst to join the team. This is a great opportunity for the successful individual to further progress and develop their career in an exciting growing environment.
Responsibilities of the Client Support Analyst
* Establishing and managing records of investors (including managing transfers and handling cases of deceased investors).
* Collaborating with investors to gather the required information, conducting risk assessments, and escalating matters when appropriate.
* Handling inquiries from investors.
* Contributing to the adherence of the fund's operations to the fund agreement.
* Conducting necessary checks on clients/investors, in compliance with the Money Laundering Regulations.
Background of the Client Support Analyst
* Strong time management abilities, thrive in high-pressure situations, and adept at prioritisation.
* Skilled in word processing and spreadsheet software.
* Familiarity with standard fund structures is advantageous.
* Excellent interpersonal skills and collaborative team member.
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