Wealth Management - Client Services - Graduate

City of London  ‐ Onsite
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Description

The successful candidate will have (at minimum) an undergraduate degree with an excellent academic record, paired with strong oral and written skills necessary for this position. Prior experience is not a necessity; however, an interest in the industry will be an asset.

The successful candidate will be joining a dynamic yet professional team focused on providing a first-class level of service to our existing and prospective investor base. They should possess sufficient maturity to speak confidently to clients (both internal and external). Individuals who take pride in their work and are looking for a challenging position are well suited to join our team. The highest standards of personal integrity and the ability to maintain confidentiality are essential.

The Applicant

Key areas of responsibility of the successful candidate include, but are not limited to, the following:
  • Ensure all stakeholder and client queries are accurately answered on a timely basis
  • Maintain investor account information and activity records
  • Oversee third party operations and processes for quality assurance purposes
  • Manage small and large-scale projects aimed at improving and streamlining business processes

Typical attributes of individuals who fit well with the company include the following:
  • High level of accuracy and attention to detail
  • Ability to articulate oneself clearly with excellent written and oral communication skills
  • Intermediate to advanced computer literacy
  • Dynamic and flexible with excellent time management, planning and organisational skills


If this role is of interest, please respond with an up to date copy of your CV and a member of our team will be in touch.
Start date
04/2015
From
Huxley
Published at
12.03.2015
Project ID:
867166
Contract type
Permanent
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