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    1 job found in wood green, london

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        • city of london, london
        • permanent
        • £32,000 per year
        • randstad financial services
        An immediate opportunity has arisen for a Client Operations Specialist (Private Wealth) to join our client, a leading financial institution based London About the role:Reporting to the Client Operations Manager, they are looking for a Client Operations Specialist to join the team in Q1 2021. The Client Operations team are predominantly concerned with the control and ongoing administration of their client's accounts ensuring direct debits, payments and fees are all processed correctly.Key responsibilities for Client Operations Specialist (Private Wealth)will include:- Reconciliation of cash receipts and cash allocation across accounts. - Setting up and managing direct debits for clients. - Setting up and managing withdrawals for clients. - Monthly fee reconciliations and fee bookings. - Assisting the Client Service team in messaging clients via the secure message centre Assisting with the quarter end valuation and custody statement production.Managing account closures and account administration in our custody system. Key requirements of the Client Operations Specialist (Private Wealth) are:- 2 years experience working in operations for a Private Wealth, Custodian or Asset Manager.- Knowledge of the financial industry and investments; experience in wealth or investment management is desirable.- Advanced Excel would be beneficial. - Strong communication skills are vital because the role requires daily communication with clients and service providers as well as other members of the team and wider.- Strong academic background through to degree level. If you have similar experience to that outlined above and are looking for a permanent opportunity, please forward your CV today.Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
        An immediate opportunity has arisen for a Client Operations Specialist (Private Wealth) to join our client, a leading financial institution based London About the role:Reporting to the Client Operations Manager, they are looking for a Client Operations Specialist to join the team in Q1 2021. The Client Operations team are predominantly concerned with the control and ongoing administration of their client's accounts ensuring direct debits, payments and fees are all processed correctly.Key responsibilities for Client Operations Specialist (Private Wealth)will include:- Reconciliation of cash receipts and cash allocation across accounts. - Setting up and managing direct debits for clients. - Setting up and managing withdrawals for clients. - Monthly fee reconciliations and fee bookings. - Assisting the Client Service team in messaging clients via the secure message centre Assisting with the quarter end valuation and custody statement production.Managing account closures and account administration in our custody system. Key requirements of the Client Operations Specialist (Private Wealth) are:- 2 years experience working in operations for a Private Wealth, Custodian or Asset Manager.- Knowledge of the financial industry and investments; experience in wealth or investment management is desirable.- Advanced Excel would be beneficial. - Strong communication skills are vital because the role requires daily communication with clients and service providers as well as other members of the team and wider.- Strong academic background through to degree level. If you have similar experience to that outlined above and are looking for a permanent opportunity, please forward your CV today.Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003

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