Client Services Assistant – Daventry

Our client, a multi sited financial services business, are recruiting for a Client services Assistant to join their professional team, due to company expansion. This a company that appreciates work-life balance. They offer a platform for your voice to be heard with ongoing training and support, this is a fantastic opportunity to join a professional and friendly team.

The main purpose of Client Services Assistant is to deliver exceptional service to clients. Duties will include:

• Processing client pledges
• Updating new client records
• Loan note calculations
• Calculation of interest
• Communicating with clients, investee companies and third-party administrators
• Processing transactions such as dividends and loan interest payments

This is a varied position for a candidate who is organised in their work, keen to learn, holds strong communication skills and is able to work to deadlines and multi-task. Candidates will hold previous experience of Accounts within a regulated environment. Ie. Financial Services, Legal, Accountancy Practice or Banking. Strong Excel skills are essential.