Client Service Representative- Financial Services

London  ‐ Onsite
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Keywords

Description

I am looking for a client service representative to join a top financial organisation based in Canary Wharf.

Responsibilities-

Deliver professional client service to Investment Managers and Clients on a day-to-day operational basis by providing proactive issue management (Trade, Cash, Corporate Action, Income etc), ensuring the resolution of all issues with Investment Managers and Clients on a timely basis, escalating where appropriate to management.To ensure the completion of daily risk management controls, and monitoring of fails and overdrawn balances. Responsible for service reviews and all relevant client reporting including detailed MIS. To prioritise tasks according to volumes, complexity, sensitivity and risk.

Requirements for the role:

Proven knowledge of Global Custody markets and products.

Excellent organisational skills, with accurate manipulation, analysis & checking of figure work.

Experience of using Microsoft Office products, in particular manipulating Excel spreadsheets. Utilising advanced functions would be desirable.

Able to deal appropriately with many tasks simultaneously.

Able to communicate at all levels, both orally and in writing.

Quick to develop new skills and a pro-active approach to learning and training.

Experience with the following systems advantageous: CMS, Workbench and IMITs

The right candidate will have proven experience performing these actions at a high level ideal working from a finance background.

Contract role based in Canary Wharf

3 month initial contract with scope to extend

£20 per hour

This role is one of lead requirements to fill for this project to move forward, so if you fit the criteria above and would like to know more information please contact Connor Choudhury on or send me an update copy of your CV.

Many thanks
Start date
07/2014
From
Real Staffing
Published at
17.07.2014
Project ID:
743110
Contract type
Freelance
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