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Job Description
- 8 months' contract
- PAYE / Umbrella
- London (hybrid)
- Investment Banking
- A temporary / interim role to support the WM External Asset Management desk in the execution of the exit of EAM end-clients (due to commercial or other criteria) prior to integration:
- Assist the team in the coordination and processing of end-client exits
- Ensure appropriate documentation is collated and held for all exit clients and their processing
- Liaise with operations and other departments on client exit processing, progress and remediation
- Assist RMs in the preparation of exit engagement calls and documentation
- Support RMs in the processing of asset transfers and termination of accounts
- Notify RMs and desk head of issues/pending items encountered in the delivery of exit processing
- General understanding of WM (and within this External Asset Management services) and associated client journeys and their administration
- Experienced and able to provide a high level of client service to EAM and their clients
- Experience of account processes for PB and WM for different types of clients
- General understanding of WM applications
- Client service orientated and able to engage with clients in a highly professional manner
- Proficient with core Microsoft Office applications
- Demonstration of accuracy, organisation and attention to detail
- Ability to work on own initiative and to prioritise work
- Effective time management, and able to meet targets and deadlines
Description
Role:
Qualifications
Requirements: