Our client requires a candidate with experience in Transfer Agency to work within the Client Relationship area. You will be a direct point of contact for clients and be responsible for managing daily service issues, organise meetings and have involvement in smaller projects.
You must have detailed knowledge of ISA, Unit Trust, OEIC or Investment Trust products and the FSA regulatory environment with previous client facing experience. You must also have excellent interpersonal skills and be competent with MS Office.
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