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Responsibilities: To issue in accordance with strict time limits, monthly and quarterly unit prices and maintain investor unit registers To manage the buying and selling of units including the subscription, redemption, client classification and anti- money laundering process To manage any secondary trades To manage any subscriptions into the company database ...
An immediate opportunity has arisen for an experienced Client Liaison Analyst to join our client, a leading investment bank based in London Key responsibilities of the Client Liaison Analyst job will include: - Process all account opening, closing and amendment requests within a timely and accurate manner - Liaise with relevant internal and external parties to ensure audit requests are completed in an acceptable timeframe<b...
Relationship Manager (Banking) Hampstead 12 month contract £24,000-£26,000 per annum The role: • Manage and develop a portfolio of accounts • Maximise profitability and cross sales opportunities • Credit management • Adhere to Service Level Agreement • Analyse branch profitability report...
  • Date: 30 April
  • Newport, Gwent
  • £14,780 - £15,580 per annum
  • 6 applications
Bi lingual Welsh Customer Sales Advisors Newport £14760 - £15580 Excellent Bi Lingual Customer Sales Advisors required to work in Newport. You must be happy to converse comfortably in both English and Welsh taking calls from customers requiring help with their Telephone Banking Facility. Working on the frontline of the business, you will speak to a variety of people and help them with queries as varied as their persona...
Senior Commercial Manager - Agriculture HSBC who we are With over 7,200 offices in 85 countries, we are the leading international bank, delivering services and products to around 89 million customers worldwide. We combine extraordinary global reach with in-depth, hands-on local knowledge. That means we can provide people from different cultures and walks of life with the financial support they...
Chief Documentation Negotiator HSBC who we are With over 7,200 offices in 85 countries, we are the leading international bank, delivering services and products to around 89 million customers worldwide. We combine extraordinary global reach with in-depth, hands-on local knowledge. That means we can provide people from different cultures and walks of life with the financial support they need. T...
Location: Central Cardiff-Permanent Role Job Description: 1.To assist the Treasurer in the production of the Interest Rate Risk management pack. 2.Ensure all treasury exposure limits are monitored and reported to ALCO. 3.Manage the group’s liquidity within agreed limits on a daily basis. 4.Produce the weekly ALCO pack, enhancing information if required. 5.Attend the weekly ALCO meeting taking notes a...
An excellent opportunity has arisen within the Marketing and Communications division of a specialist asset management company. Our client is currently recruiting for a Client Communication Analyst to join a high profile team. The successful candidate will be required to produce investment commentaries on a range of asset classes which will involve analysis of complex data and liaison with portfolio managers. Other duties will include ...

6 jobs matching this search were posted in the last week

We are looking for an experienced Team Manager to lead, develop and coach a team of 10-12 dedicated Customer Service agents in a large Financial Services organisation. This role is an excellent opportunity to demonstrate your effective management skills to grow and develop a fresh team towards success for the business. You must have at least 2 years experience in leading and developing a team to deliver customer service, quality, ris...
We are looking for an experienced Team Manager to lead, develop and coach a team of 10-12 dedicated Customer Service agents in a large Financial Services organisation. This role is an excellent opportunity to demonstrate your effective management skills to grow and develop a fresh team towards success for the business. You must have at least 2 years experience in leading and developing a team to deliver customer service, quality, ris...
Commercial Manager HSBC who we are With over 7,200 offices in 85 countries, we are the leading international bank, delivering services and products to around 89 million customers worldwide. We combine extraordinary global reach with in-depth, hands-on local knowledge. That means we can provide people from different cultures and walks of life with the financial support they need. The support th...
  • Date: 24 April
  • The City, London
  • £25,000 - £35,000 per annum
  • 100+ applications
Client Service Specialist - Award Winning Investment Company The City, City (EC4) £25,000 - £35,000 plus bonus and benefits Sunday Times "100 Best Small Companies to Work For" The Company: Since our establishment in 2000, we have built a reputation for creating innovative and successful investment products which meet the needs of individual investors. ...
A fluent Dutch speaking graduate, with some client services experience, preferably in the Financial Markets, is required for a leading dynamic financial markets service provider (platform) on a busy client services desk, this role essentially requires fluent Dutch. The company seek a motivated graduate , with finance related degree and iideally some financial markets experience. Supporting a busy sales team, the principal duty of th...
Retentions Specialist We have opportunities in this role in Cardiff. Bring your customer skills to a whole new career This is a chance to turn your customer service skills into a lasting career. What you'll give our customers as a Mortgage Retentions Specialist You'll provide new mortgages to existing Barclays customers and handle a...
A challenging and varied career opportunity now exists with this global leading and progressive financial services organisation. The role is based within their expanding Client Services Personal Investing Contact Centre, a division that plays a large part in providing support and information to intermediaries and clients and assisting in resolving any queries and promoting new and existing products and services. As a Team Manager, y...
A leading independent Hedge Fund company is recruiting for a top graduate to join their Account Management team. The role is critical in identifying and developing new clients and overseeing all aspects of existing client communication and service. The successful candidate will be responsible for European client reporting, meeting coordination and producing presentation materials for meetings with<br...
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Artemis Search
My client, one of the UK's leading Financial Services Groups with strategically pivotal operations in West Yorkshire is seeking an experienced NAV Administrator to join their Team. Day to day responsibilites include ; - Completion of setting up Fixed and Variable expenses in Invest One, as well as the maintenance of outstanding accruals in time for all SLA’s To ensure that payments of fees and receipts of income...
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