Operations Analyst Private Wealth
City Recruitment Associates Ltd
The City, Central LondonPosted 2 days agoDiscoveredMatch locked
Full-timeCustomer Services Jobs
About the role
Key Responsibilities Monitoring, validating and recording new portfolios and client amendments. Processing closed accounts, and Loss of Contact clients including static data amendments and reporting. Produce regular reporting such as Contract Notes, Assisting with quarterly fee and valuation production, maintaining reconciliations, and answering queries. Reviewing returned post and Loss of Contact
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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