Client Services Coordinator ensuring customer service excellence in operations and reporting. Working within a diverse team at Alfred H Knight in Johor, Malaysia.
About the role
- Analyst in Data and Client Services handling client data and ensuring compliance with regulations. Processing onboarding data and managing client accounts in a hybrid work environment.
Responsibilities
- Processing onboarding data, liaising with Investment Management, producing MI.
- Processing closed accounts, remitting funds and distributing closure documentation.
- Assisting with quarterly fee and valuation production, maintaining reconciliations, and answering queries.
- Reviewing returned post and Loss of Contact clients.
- Creation of new portfolios, processing service switches and deceased.
- Amendment of existing database records as required
- General maintenance of all databases
- Action regular control tasks
- Other ad hoc tasks as required
- Filing of daily work – electronic and hard copy
- Ensure all queries are dealt with in a positive and timely manner
Requirements
- Demonstrate experience within a client data processing environment
- Some knowledge and experience of FCA Regulations and Market Practice relevant to Private Clients
- Preferably Graduate
- Educated to minimum of A-level standard, with minimum of Grade C at GCSE English and Maths
- Preferably holder of IOC equivalent CISI qualification or willing to work towards achieving this
- Excellent communication – both written and oral.
- Problem Solving / ability to use one’s own initiative.
- IT/relevant systems knowledge including strong Excel skills.
- Self-starter, proactive, flexible and able to work positively under pressure.
- Well organised
- Ability to maintain required standards when working under pressure
- Good attention to detail and ability to work with minimal supervision
- A reliable individual who works well within a team environment
- Good IT skills, especially MS Excel
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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