Client Service / Investment Administrator

Client Service / Investment Administrator

Newcastle

Permanent

Meraki Talent’s Financial Services client are looking for a Client Service / Investment Administratorto join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations spectrum.

Responsibilities of the Client Service / Investment Administrator:

-Acting as a primary point of contact for client queries and enquiries

-Overseeing the end to end client lifecycle process and respective operating models for operations

-Ensuring Client Service excellence

-Owning all client administration tasks and processes including client onboarding, payments, transfers, settlements, ect….

Background of the Client Service / Investment Administrator:

-Experience working within the financial services sector is essential

-Experience working in either an investment operations/administration or client facing capacity within financial services

-Strong client facing, numerical, administrative, and organisational skills

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