Investor Services Associate - Guildford

Artemis Recruitment Consultants; Guildford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading recruitment consultancy is searching for an Investor Services Associate to join their team in Guildford. This hybrid role involves overseeing Fund Managers' business, supporting portfolio management, and ensuring timely client services. The ideal candidate will possess strong organizational skills, attention to detail, and a background in finance, particularly in Fund Management or Wealth Management.

Qualifications

• Experience in Investor or Client Services within the finance industry preferred.
• Proactive and adaptable approach required.
• Strong planning and organizational skills essential.

Responsibilities

• Process and administer Fund Managers' business accurately and promptly.
• Support Portfolio Management activities.
• Serve as a point of escalation between Fund Managers and Portfolio Managers.

Skills

Attention to detail

Organizational skills

Communication

Numeracy

IT proficiency

Ability to work under pressure

Education

GCSE level or equivalent

Tools

Microsoft Office

Excel

Job description

Investor Services Associate - Guildford

Our client is seeking an Investor Services Associate for their team based in Guildford. The role offers hybrid working, with 3 days in the office weekly. The salary ranges from £25,000 to £30,000, depending on experience. Preference will be given to candidates with prior private client experience.

Responsibilities:

1. Process and administer Fund Managers' business accurately and promptly.
2. Support Portfolio Management activities.
3. Oversee and process discretionary and fund business on relevant platforms.
4. Serve as a point of escalation between Fund Managers and Portfolio Managers.
5. Manage projects related to Investor Services proactively.
6. Assist with the launch and administration of the distribution portal.
7. Provide timely and accurate service to clients and advisers, aligning with company propositions.
8. Participate in testing and projects related to operational or regulatory changes.

Qualifications and Skills:

• Proficient in IT, including Microsoft Office and Excel.
• Strong attention to detail.
• Excellent organizational and time management skills.
• Proactive and adaptable approach.
• Ability to work under pressure and meet tight deadlines.
• Team player with a positive attitude towards change.
• Strong planning and organizational skills.
• Curious mindset with a drive for excellence.
• Excellent communication skills.
• Business and commercial awareness.
• Good numeracy skills.
• Educational background: GCSE level or equivalent.
• Experience in Investor or Client Services within the finance industry, preferably in Fund Management, Wealth Management, or similar roles.