Financial Service Specialist
The Financial Service Specialist will provide high-quality financial services to clients, collaborating closely with internal teams and investment advisors to deliver exceptional results.
Key responsibilities include liaising with clients, preparing complex accounts, maintaining investment records, assisting with investor calls, distributions, company secretarial duties, and client reporting.
Responsibilities:
* Client Relationship Building: Establish strong relationships with investment advisors and third parties by providing premier client service.
* Knowledge Development: Develop a thorough understanding of client requirements and bespoke processes.
* Issue Resolution: Work closely with clients to resolve complex issues and queries.
* Task Management: Organize tasks and ensure deadlines are met.
* Project Management: Run projects with clients regarding complex tasks.