Our jobs board is constantly changing with new jobs being added every day. If you would like to apply for any of the jobs we are advertising, please be in touch with your Work Avenue adviser or contact melissa@theworkavenue.org.uk stating which role you are interested in.
Contract Type
Permanent
Hours
Full time
Location
Marylebone (Hybrid working)
Sector
Administration
Salary
Competitive salary (dependent on experience)
Closing date
Applications accepted on a rolling basis
We are a team of four Relationship Managers with circa £400M of AUM between us and work within the Credo Wealth office as a separate team.
We are looking for our own dedicated Client Services Executive to join our team to deal with administrative requests, such as payments, account openings, valuation requests and ISA subscriptions.
The appropriate candidate should have a minimum of five years relevant experience and will receive training in house on our systems.
Account Opening Account Opening:
– Following Client Services / Compliance procedures
– Creating accounts on Saleslogix / Nexus
– KYC / AML Checks via Muinmos
– Filing of documentation in Saleslogix / Virtual cabinet
– Issuing Welcome emails
– Request new user set up via MyCredo Support
– Compliance monitoring (QA) Queries
Account Approvals – Low Risk Accounts:
– High Risk / Complex
General Servicing General Administration to include:
– Account Maintenance / Updates
– US tax documentation renewal
– JISA / ISA Transitions
– ISA Subscription monitoring
Payments / Closures / Transfers:
Instruction of payments / closures / transfers to respective team
Systems Used:
For more information and to be personally recommended for this role, please contact melissa@theworkavenue.org.uk
Code: J-02
