Our Client is well known throughout Gibraltar and the Costa del Sol and operates within the Financial Services / Wealth Management market. They are now looking to meet with an individual with good Financial Services Experience and preferably someone who comes from the IFA / Wealth Management side of the Industry.
To provide client services and business support.
Key Responsibilities (but not limited to):
- New business processing including production of weekly new biz pipeline report.
- Top up of Investments & Withdrawals.
- Maintaining accurate records in Virtual Cabinet and other spreadsheets including changes of address.
- Point of contact for all client related queries which are not of an advisory nature.
- First point of contact for all telephone enquiries including handling of inbound calls from prospects.
- Maintaining accurate prospect records in Infusionsoft including for new prospect enquiries.
- Responsible for dealing with all Infusionsoft matters including Infusionsoft Certified Partners for Project delivery.
- Marketing support for Directors including reviewing and signing off landing pages etc.
- New agency application processing.
- In Specie Transfers.
- Deliver quarterly valuation statements via client portals and deal with ad hoc requests for valuations.
- Assist with Security Tradings
Skills & Experience Required:
Preferably from an investment, bank or IFA background must fully understand the securities purchase and settlement process. Must be able to work quickly and accurately to book and place trades. Must understand the nature of funds and associated fees and commissions.
Must be accurate, pay attention to detail, with the ability to prioritise and structure their work, ability to utilise available technologies including MS Office to maximise productivity, manage a heavy workload and meet strict deadlines.
For a more complete Job Description, please submit your up to date CV (as a Word Document) along with further details of your availability / notice period and minimum salary requirement!
- Client Services
- Financial Services
- Wealth Management