Investor Support Executive

Job Title: Investor Support Executive
Contract Type: Permanent
Location: Northwich, Cheshire
Salary: £20000 per annum + Benefits
Reference: 10135/001_1494525125
Contact Name: Jane Paton
Contact Email:
Job Published: May 11, 2017 18:52

Job Description

A national asset manager has an opportunity to expand their current team in Cheshire. As an Investor Support Executive you will be responsible for dealing with client queries through various channels and administer their accounts. You will be expected to deliver excellent customer service.

Duties will include:

  • Take client feedback into account when making decisions to ensure that the service provides the most appropriate service to meet client needs
  • Make informed, timely and appropriate decisions for the Self Direct clients
  • Keep the Senior Investor Support Executive appraised at regular meetings of issues affecting performance and service development, proactively suggesting solutions where there is a need
  • Represent the Self Direct Client Service element in working harmoniously with other service areas to ensure the client service team can deliver the best, most efficient and effective service possible to our clients
  • Manage your own workload to deliver voice, email, letter and Secure Message based service to a wide variety of Self Direct clients
  • Manage your workload and day to ensure SLA's are achieved
  • Liaise with other business areas to minimise impact of activity on SLA's

  • Liaise with the compliance department to make sure that all tasks undertaken are meeting current regulatory requirements
  • Report any breaches of compliance to the Investor Support Team Manager and advise compliance team where necessary

Skills & Experience:

  • Previous experience within financial services essential
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of Initiative