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MB Fitzgerald
,
London, Greater London
Client Services Manager
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
This is an excellent opportunity for an individual with previous Investment Platform experience to join a leading Asset Management organisation in London as a Client Services Manager, overseeing the Platform Customer Services team. Your responsibilities will include: Managing the day to day relationships with Financial Advisors (IFA’s), Private Banks, Investment Managers and Intermediaries on the technical administration of investment portfolios. This will include working on a variety of Investment Vehicles, including SIPP, ISA, PEP, Unit Trust and OEIC products. Detailed technical Portfolio Administration Liaison with technical specialists and departments including Compliance and Back Office teams. To be successful in this role, you should have had the following experience: At least 1 year experience working for an Investment Platform Knowledge of SIPP’s/ISA’s/Unit Trusts/OEICS etc. Starting Salary of £30-40,000 Benefits Bonus Excellent training opportunities, including exam sponsorship