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The Investment Administrator’s primary function is to provide administration service support to the Bespoke IM team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report directly into the Senior Investment Director responsible for the clients.
This role is office based and full time, 5 days a week.
Responsibilities
Service levels & positive client outcomes
- Deliver levels of service expected by High Net Worth clients including assisting in the regular assessment and reporting of any change in client circumstances & suitability factors
- Continue to provide excellent client service to ensure zero incidents and complaints
- Consistently follow processes and ensure a great experience for the client
- Ensure adequate record keeping of client correspondence and conversations
- Provide all administration support the Bespoke IM team require with the assistance of other administrators in the team. This includes account opening and client on-boarding.
Strategic planning
- Engage and participate where required in improvement initiatives, and provide constructive feedback to drive future initiative direction.
People
- Champion and demonstrate CBAM’s core principles, continuing to ensure a one team, one culture ethos across HNW, especially as teams grow in size and new talent is developed
- Actively participate in CBAM’s diversity and inclusion initiatives
- Ensure clear and effective communication with colleagues across HNW
We would love to hear from you / please apply if
- Experience in a client facing Investment services administration role preferable
- Strong communication and interpersonal skills (verbal and written)
- Excellent organisational skills and attention to detail
- Resilient and reliable team player willing to respond and support various external and internal requests
- Excellent record keeping and reporting capabilities
- Strong IT and MS Office skills: Word (intermediate level), Excel (intermediate level – basic formulas), PowerPoint (intermediate level), Outlook (advanced level)
As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
