Description
Client Services Supervisor - Investment Banking
Liverpool
6 MONTH CONTRACT
Our high profile Banking client currently has an opportunity for a Client Services Supervisor within a Unit Trust administrative environment to work in the offices based in Liverpool.
Overview:
Responsible for transaction processing and manager set-up & connectivity. Provides client service and support to internal and external clients on a daily basis, including product knowledge and technical assistance, problem resolution, and account transaction or managed account processing. The following specialties are typically filled by experienced processors:
Prime Brokerage Operations: Works with introducing firms to open accounts, review forms and documentation to ensure completion and compliance with regulations; may provide client training. Processes trades and trade settlements (international and domestic). Monitors and resolves discrepancies in established timeframes.
Responsibilities:- Supervisory background within financial services
- Regular face off with senior management
- Processing updates to client accounts or company records.
- Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
- Responds to client inquiries. Investigates and corrects errors in company records and client accounts.
- Accurately opens and updates accounts or company records.
- Provides product knowledge and technical assistance as necessary.
- Responsible for the quality and completion of own work.
Database skills would be great - Excel spreadsheet good data skills would be good. Please be advised if you haven't heard from us within 24 hours then unfortunately your application has not been successful on this occasion.
Adecco is an employment consultancy and operates as an equal opportunities employer.