- London, England, United Kingdom
- On-site
- Full-time
Provide administrative support to client coverage teams in Private Wealth, handling payments, transfers, foreign exchanges, and related client inquiries.
Responsibilities
- Review and prioritise incoming e-mails into a shared inbox, action and file appropriately.
- Conduct telephone security call backs with clients.
- Process domestic and international payments for clients ensuring accuracy and timeliness.
- Process internal transfers between accounts within agreed timescales.
- Assist with the processing of foreign exchange transactions where required in a timely manner.
Requirements
- Nice to have: wealth management
- Nice to have: financial services
- Nice to have: professional services experience
- Nice to have: payment processing
- Nice to have: banking operations background