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The Client Onboarding Executive supports the Retail Investor Relations team by managing the onboarding process for new investors in retail funds. The role focuses on ensuring efficient client setup, regulatory compliance, and high-quality client service.
The Senior Client Services Officer works within a busy, cross-jurisdiction Client Services team to manage client accounts, process payments and transactions, and uphold quality standards. The job demands excellent organisational skills, attention to detail and the ability to handle multiple priorities under pressure - all while supporting departmental strategy and continuous process improvement.
The Investor Relations Executive role involves delivering exceptional service to retail investors and financial advisers by managing queries and processing administrative tasks related to tax-efficient investment products. It also includes supporting the sales team, assisting with investor communications, and contributing to client engagement initiatives.
The Investor Relations Executive role involves delivering exceptional service to retail investors and financial advisers by managing queries and processing administrative tasks related to tax-efficient products. It also includes supporting the sales team, contributing to client engagement initiatives, and improving operational efficiency.
We are seeking a Senior Client Services Associate to join a thriving team in the payments and financial services industry. This role involves managing client relationships and ensuring the delivery of exceptional service whilst also being a senior team member offering team mentorship and leading from the front!
This role will ensure all clients and matters are compliant with the firm's AML/CDD policies and provide advice across the firm.
This is an exciting opportunity for an organised and detail-oriented Administrator to join a prestigious higher education institute in London. The role requires excellent administrative skills and the ability to efficiently support the Secretarial & Business Support department.
This is an exciting opportunity for an Interim Operations Officer within the Not For Profit industry. The role involves ensuring the smooth running of daily operations and supporting various organisational activities.
This role will be responsible for the Business Acceptance tasks, split between conflicts and AML.
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