Investor Support Executive - 12 month FTC

Job Title: Investor Support Executive - 12 month FTC
Contract Type: Permanent
Location: Northwich, Cheshire
Salary: £20000 per annum + Benefits
Reference: 10239/001_1502288795
Contact Name: Jane Paton
Contact Email:
Job Published: August 09, 2017 15:26

Job Description

Our client is an established asset manager with offices across the UK. This role is based with in the Investment team.

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.

Main Duties:

  • Making suggestions on services to improve the consistency, quality and efficiency of service
  • 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
  • Learn and maintain a working knowledge of the teams procedures and use your knowledge and experience to suggest improvements where possibles

  • Assist the Senior Investor Support Executives to maintain an internal complaint process to ensure responses are within the agreed SLA's
  • Liaise with Compliance on the resolution of complaints
  • 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


Previous experience within financial services

Good attention to detail

Team player

Self movitated

Good communication skills