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Client Service Analyst - Investment Management - London

Job Title: Client Service Analyst - Investment Management - London
Contract Type: Permanent
Location: London, England
Industry: financial services
Salary: £30000 - £40000 per annum
Start Date: ASAP
REF: BBBH20162_1544023746
Contact Name: Charles Bodunrin
Job Published: 5 days ago

Job Description

Twenty Financial Services are working with a leading provider of advice, Investments and Wealth Management who are looking for a Client Service Analyst to join a growing team.

Responsibilities

  • Monitoring Client Services Inbox
  • Answering and logging on Salesforce calls received
  • Maintaining data Vendor static data files
  • Collaborating with other business areas to ensure client services is up to date with regulations/product changes and key company initiatives
  • Supporting the wider client services team
  • Providing adviser training sessions to promote our in-house

Experience

  • One year's experience in a client service role
  • Knowledge of IFA market i.e Networks and Nationals
  • Intermediate Excel Skills
  • Knowledge of platforms and intermediary sales channels
  • Knowledge of data vendors
  • Knowledge of Salesforce

If you are interested in discussing further, please contact Charles Bodunrin at Twenty Recruitment