1 of 1 Investment Management Jobs in Dorset

Hybrid working with free onsite parking Client Services Analyst About Our Client Our client is a leading infrastructure provider to the wealth management sector, delivering comprehensive services including custody, brokerage, pensions and technology solutions to IFAs, wealth managers, investment managers, family offices and institutional clients. Their flagship investment … Dealing and Settlements and involves close collaboration with the Governance, Risk, and Compliance teams to drive continuous improvement in service delivery. Key Responsibilities Transfers Management: Manage daily asset transfer requests with accuracy and efficiency from initiation to completion Handle transfers across various asset classes including equities, bonds, funds, and … transfers Client Service Delivery: Provide comprehensive client support across Custody, Brokerage & Execution, Technology, and Wrap Pension services Engage regularly with clients including financial advisers, investment managers, private banks, and fintech firms, ensuring their service requirements are consistently met Monitor and respond promptly to client queries within established service levels More ❯