Customer Service Administrator

Customer Service Administrator

Margetts Fund Management Ltd Birmingham, England, United Kingdom (On-site B1 postcode)

The Role

You will act as a Customer Service Administrator as part of a team of 8.

Working 8.30am to 5pm Monday – Friday (no weekend work)

Duties will include (but not exhaustive):

• Responding to queries via email, post and telephone.
• Completing anti-money laundering checks as part of all customer due diligence, internal and external fraud controls.
• Office administration, including scanning documents.
• You will be required to complete professional qualifications.

About You:

• Motivated
• Excellent communication skills (both verbal and written)
• Financial Services Experience (desired)
• Professional attitude and appearance (office presentable)
• Computer literate; Excel, Word and Outlook
• Highly organised with efficient time management and the ability to prioritise workload

The package includes a competitive salary, bonus and benefits.

Reporting to Client Services Manager.

The Company

We are a financial services business, specifically an Investment Manager and an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling over £15Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property.

An ACD is authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds).

The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody and valuing the assets held by funds in order to create buying and selling prices of the funds. Margetts focusses on retail investors and also provides fund management to several ranges of Multi Manager funds.

We currently employ over 100 members of staff across multiple departments.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.