Private Client Assistant , Investment Management , Cambridge

JJ Search
Cambridge, UK
Closing date
18 Sep 2020

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Contract Type
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The Role:

The Private Client Assistant will be responsible for investment client enquiries and manage private client administration to provide excellent investment client experience.

Develop and maintain relationships with private clients and Investment Managers, ensuring a timely and efficient client investment experience.

The Private Client Assistant will act as the main contact between the investment team and the operations teams.

Management of Private Client Account Opening, on-boarding and transfer processes, liaising with operations teams were appropriate.

Processing client payments and account amendments and taking responsibility for all client communication.

The Private Client Assistant will also support quarterly portfolio valuation processes and maintain CRM support.

Understand client suitability requirements and support the investment team with producing client letters.

Act as the first point of contact for clients on administrative queries and attend client meetings where necessary.

The Candidate:

At least 1-2 years minimum experience working in a similar Investment Support / Financial Planning support role in Financial Services, the Investment or Wealth Management.

Strong investment administration experience - experience managing administrative staff would be highly desirable but not essential.

Knowledge of Investment Management products.

Willingness to take Investment qualifications
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