We use cookies to make your experience of using our website better. To comply with the e-Privacy Directive we need to ask your consent to set these cookies.

Employers

CLIENT SERVICES ASSISTANT, Edinburgh

col-narrow-left   

Location:

Edinburgh, United Kingdom 

Job Category:

Banking

Salary:

€0.00 - €0.00

EU work permit required:

Yes
col-narrow-right   

Job Reference:

BBBH10954_1529647299

Job Views:

14

Posted:

22.06.2018

Expiry Date:

06.08.2018
col-wide   

Job Description:

Job description:

Do you have demonstrable experience of client on-boarding and a good understanding of financial planning and investment products? Then this role may be a good match for you.
Core-Asset Consulting have a new and exciting opportunity with an Edinburgh based asset management firm for a Client Services Assistant to provide high quality service to new and existing clients.
This is a 6-month fixed term contract based in Edinburgh.

Core requirements:

* Highly numerical with a strong attention to detail
* Ability to adapt and be flexible to change in a delivery focused environment
* Understanding of financial planning and investment products
* Ability to manage multiple tasks, contacts and co-ordination with various teams
* Ability to organise complex actions and ensuring that they are followed through to completion in a timely manner
* Effective management of workload through prioritisation and excellent time management

Core responsibilities:

* Arrange the setup of financial planning transactional files
* Obtain life quotations and present findings to financial planners/paraplanners
* Retrieve policy and valuations from third parties, ensuring our systems are updated
* Assist in the administration of new business and client on-boarding
* Co-ordinate and process all cash payments to clients and third parties
* Handle ISA subscriptions
* Resolve internal, client and third party queries in a proactive and timely manner
* Assist with the ongoing maintenance of procedures and process improvements
* Keep up to date with current regulatory and legislative requirements

Job reference: 10954

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.

By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDCAS
Company Info
Core-Asset Consulting
37 Melville Street
Edinburgh, Midlothian, United Kingdom
Phone: 0131 718 4600
Web Site: www.core-asset.co.uk
Save Contact
Company Profile


comments powered by Disqus