Our client, a financial services firm based in Glasgow, is looking to appoint a Client Support Executive to join its growing team on a part-time basis (3 days per week), initially on a 6-month fixed-term contract. This is an excellent opportunity for an experienced financial services professional with settlements or wider investment operations knowledge to join a dynamic team and step into a varied role.
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Previous investment operations or client queries experience gained within a financial institution.
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Demonstrable knowledge of investment management, including relevant terminology.
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Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role.
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Strong interpersonal skills, with the ability to communicate effectively both verbally and in writing, including with senior audiences.
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Ability to understand and summarise complex information in a professional and concise manner.
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Working knowledge of Microsoft Office, including a minimum basic level of Word and intermediate level of Excel.
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Relevant professional qualification, such as the CISI Investment Operations Certificate, desirable but not essential.
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Completing daily Transfer Agency activities, checks and processing accurately and within agreed timescales.
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Ensuring tasks are completed to a high standard and reporting any anomalies to the line manager within agreed timescales.
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Providing technical advice and support to assist with the resolution of team issues and queries.
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Ensuring personal and team KPIs, KRIs and management information requirements are met.
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Preparing weekly management information statistics relevant to team activities.
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Supporting change initiatives and contributing to the development and delivery of changes to operational and systems infrastructure.
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Supporting and providing cover for colleagues across the wider department as required.
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Assisting with the training of new team members in business-as-usual activities and acting as a positive role model.
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Contributing to the documentation of team procedures and periodically reviewing and updating them.
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Attending and contributing to internal team meetings and raising relevant issues with the line manager.
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Supporting the manager by attending meetings on their behalf where required.
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Ensuring fair treatment of clients remains at the forefront of all activities, with interactions conducted in an open and transparent manner.
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Maintaining a thorough understanding of the regulatory framework and the risks to clients within the operation, including how these risks will be mitigated.
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Undertaking any other duties as required.
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A highly competitive salary
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Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
