To perform a client services role responsible for the day-to-day client and adviser management function in support of the INN8 Intermediary Servicing client facing team. The role provides technical operational and administrative support to the Distribution Team on a professional and consistent basis.
Qualifications :
Type of Qualification: Diploma
Field of Study: Business Commerce Finance and Accounting
Experience Required
3-4 years
Experience in a client facing environment fulfilling client demand with a focus on maintaining high standards of service and problem resolution and an understanding of products and services available to clients.
Experience in client service/ reporting
3-4 years
The role requires financial/investment experience in a Wealth Management business and a good understanding of operational and administrative processes as well as risk and compliance standards. Experience of working in a similar mid-office environment or operations would be preferred.
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Checking Things
- Documenting Facts
- Examining Information
-
Technical Competencies:
- Investment and Asset Management Processes & Procedures
- Client Knowledge
- Client Servicing
- Customer Reception and Channelling
- Customer Understanding
Remote Work :
No
Employment Type :
Full-time
To perform a client services role responsible for the day-to-day client and adviser management function in support of the INN8 Intermediary Servicing client facing team. The role provides technical operational and administrative support to the Distribution Team on a professional and consistent basis...
To perform a client services role responsible for the day-to-day client and adviser management function in support of the INN8 Intermediary Servicing client facing team. The role provides technical operational and administrative support to the Distribution Team on a professional and consistent basis.
Qualifications :
Type of Qualification: Diploma
Field of Study: Business Commerce Finance and Accounting
Experience Required
3-4 years
Experience in a client facing environment fulfilling client demand with a focus on maintaining high standards of service and problem resolution and an understanding of products and services available to clients.
Experience in client service/ reporting
3-4 years
The role requires financial/investment experience in a Wealth Management business and a good understanding of operational and administrative processes as well as risk and compliance standards. Experience of working in a similar mid-office environment or operations would be preferred.
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Checking Things
- Documenting Facts
- Examining Information
-
Technical Competencies:
- Investment and Asset Management Processes & Procedures
- Client Knowledge
- Client Servicing
- Customer Reception and Channelling
- Customer Understanding
Remote Work :
No
Employment Type :
Full-time
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