- Fully trained on phones - taking inbound and outbound calls for investments queries - Able to deal - buy/sell for clients and third parties - Offering other products in the company to clients - Handle and investigate queries for client services - Building a relationship other the phone with 5 new clients in London - Cazenove, Liontrust, Esum, Manek and Credit Suisse - All servicing work - change of address, deceased clients, change of bank details etc. - Document Management Admin and a secondment in Manek and Threadneedle Navigator - Complete all electronic and admin for banking - Money going to clients’ accounts or going into client money if pending for signature - Prepare and process documents for electronic imaging - Updating stats on a daily basis and keeping up to date with procedures and controls, using tables and graphs - Responsible for separating cheques from applications forms. Using procedures for banking reconciliation to ensure that all cheques are banked in a timely manner - Prepare and dispatch letters, Files, Legal Documents and contract notes - Viewing images for suitability, ensuring that all items are indexed accurately ready for re-routing to relevant areas - Ensuring documents are prepared for hard copy archiving and carrying out liaison with contacts at Wansdyke Archiving - Looking after all UK and European files, incorporates co-ordination of delivery and return of all files, along with maintenance of various spread sheets and controls - Accompanying members of staff with the business structure change - Contacting other members in themore... building to make sure work is done to keep to the tight deadlines - Batching and sorting all UK work sorts and splitting them into the relevant areas - End of day stats checking, making sure all statistics and volumes are correct and accurate - Completing an audit trail for the UK and European files - Looking after all manual statements within the company less
Emma (Former Employee) – Swindon – 28 February 2017
A company undergoing constant change, it was exciting, we were all rewarded well for our hard work and in the fast paced world of investments if the work is done then there were places to go in this company.