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Apply NowMeraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Key Duties;
Applicants should have come from a Financial Services background, in particular Investment or Wealth Management, where you have a proven track record in managing the client administration process.
It is imperative you are able to build and retain relationships with Investment Managers and other third parties, ensuring a first class client service.
This is a permanent opportunity, which adopts a hybrid approach to working, to give added flexibility.
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Jennifer wants: Administration, Processing, Client Onboarding, Financial Services 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.
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