Personal Financial Advisors Jobs - Client Services Associate jobs

 Personal Financial Advisors Jobs - Client Services Associate jobs

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The Role of the Investor Services Associate

You will be responsible for representing RMS in your interaction with the internal client services teams of your firm. You will ensure that clients, new and existing, are provided with the information that they require in order to assist them in their own personal and financial planning.

The Job Duties and Responsibilities of an Investor Services Associate

As a staff member of Investor Services Associates, you are responsible for assisting Investment Services Associates with performing, and helping to execute, investor services tasks as requested. Client Service Responsibilities Client Service Assignments include assisting clients with any and all investment services issues, providing support, service, or assistance in relation to all current and future matters affecting the clients. Qualifications One year of appropriate service experience is required for this position.

Salary and Working Conditions for an Investor Services Associate

Job TypeFull Time QualificationBA/BSc/HND Experience2 years LocationLagos Job FieldFinance / Accounting / Audit Ref No: 02155LMC Job Summary To support an established law firm in the law firm management and administration area. These positions provide exceptional assistance to your clients through the administration of their accounts with the firm. Essential Responsibilities Maintaining an active book of clients and seeking new ones. Maintaining a list of current account numbers and corresponding addresses. Sending reports to clients by mail and telephone. Initiating new account opening as appropriate. Ensuring the prompt and accurate settlement of client accounts. Continuously seeking opportunities to streamline accounting operations and procedures.

Qualifications

• Previous client services experience either face to face/email/ telephone based
• Interest in Investment Management
• Pensions knowledge desirable but not essential
• Full training provided
• Special Factors
• Please note that working hours may vary depending on business needs.
• Vanguard are not looking to provide sponsorship for this position

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