Ensure all client servicing and support requests and defined, associated T&CS tasks are delivered accurately, efficiently and in line with all associated and relevant Policies, Procedures (“P&Ps”) and Regulation
Job Summary
Ensure all client servicing and support requests and defined, associated T&CS tasks are delivered accurately, efficiently and in line with all associated and relevant Policies, Procedures (“P&Ps”) and Regulation.
Support the Apex Client to ensure databases and core records are kept up to date and all relevant activity and transactions within scope of role are captured in the appropriate system.
Take the lead and we’ll give you the support you need to be at the top of your game.
Matching Summary
Ensure all client servicing and support requests and defined, associated T&CS tasks are delivered accurately, efficiently and in line with all associated and relevant Policies, Procedures (“P&Ps”) and Regulation.
Skills & Requirements
Must-have
Client servicing and support requests
Accurate and efficient task delivery
Database and core record maintenance
Administrative and client risk reviews
Ad-hoc client servicing projects
Work under pressure
Fast pace environment
Nice-to-have
Positive disrupter
Turn big ideas into bold realities
Inquisitive and self-motivated
Professional and approachable
Key Requirements
Minimum of 2 years’ experience in handling a portfolio independently
At least 2 years of trust administration experience
Partly or Fully Qualified ICSA or a Degree in Management, Law and Finance