Investment Administrator

Are you a graduate looking to build a career in Wealth Management? Do you have strong administration and customer services skills?

Our client, a growing International Investment Platform, is looking for an Operations Administrator to join the Client Services team in their Bath office.

Role Responsibilities:

• Handling telephone enquiries
• Oversight of incoming ISA transfers, GIA & ISA withdrawals
• Find solutions for clients and engage with colleagues to improve the customer journey
• Attend and contribute to daily huddles and monthly team meetings
• Provide constructive feedback to the Operations Manager on any process improvements

Your skills:

• Excellent interpersonal and communication skills
• Ability to work independently and in a team to meet objectives
• Strong attention to detail
• Self-motivated, proactive, and eager to learn
• Energetic and enthusiastic, with a strong passion for success

If this sounds like you, please apply today.