Client Services Assistant

Recruiter
Abacus Consulting
Location
Daventry, UK
Salary
Competitive
Posted
06 Sep 2019
Closes
03 Oct 2019
Ref
1252199976
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, a multi sited financial services business, are recruiting for a Client services Assistant to join their professional team, due to company expansion. This is a fantastic opportunity to join a professional and friendly team who will offer support.

The main purpose of Client Services Assistant is to deliver exceptional service to clients. Duties will include:
  • Processing client pledges
  • Updating new client records
  • Loan note calculations
  • Calculation of interest
  • Communicating with clients, investee companies and third-party administrators
  • Processing transactions such as dividends and loan interest payments

This is a varied position for a candidate who is organised in their work, holds strong communication skills and is able to work to deadlines and multi-task. Previous experience of working within a finance department is essential. Experience of working within a regulated environment is an advantage. Ie. Financial Services, Legal, Accountancy Practice or Banking

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