Contact Elliott James Consulting
Elliott James Consulting
Customer Support Assistant
Bermondsey, London
Contact Elliott James Consulting
- Hours
- Full Time
- Posted
- 3 hours ago
- Salary
- £30,000 - 35,000 - Annum
- Recruiter
- Elliott James Consulting
- Closes
- 24 Nov 2026
- Course
- No
- Recruiter Type
- Direct Employer
Description
A well regarded city based investment manager is looking to recruit an Customer Services professional.
The role will focus on providing a high level of service to retail investors and financial advisers , handling queries and supporting the administration of a range of tax-efficient investment products.
Key responsibilities:
* Manage investor and adviser queries via telephone and email.
* Process investor transfers, redemptions and exits.
* Support investor communications, valuations, reports and factsheets.
* Assist the Retail Sales team with client and investor activity.
* Help improve processes, service levels and operational efficiency.
*
The ideal candidate:
* 1 years’ experience in financial services, client services or a customer-facing role.
* Good understanding of financial services and retail investment products. xjnqpsq
* Excellent communication and organisational skills.
* Strong attention to detail and a proactive approach
Ad ID: 5419049870
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