Manchester, United Kingdom
Internship Explorer
Internship Explorer
Be part of a team that provides administrative support to Investment Managers/Wealth Managers to ensure that the client receives first class service. Responsible for completing administrative, organisational and client related tasks accurately, efficiently and in a timely manner. Will assist with responding to client enquiries and providing support at client meetings where appropriate. This role requires a strong commitment to teamwork and positive collaboration, working closely with colleagues to ensure an efficient workflow and consistently high standards of client service. The ability to prioritise effectively, adapt quickly to changing demands, and support the wider team is essential. The successful candidate will demonstrate a proactive mindset, a willingness to learn, and an ambition to progress as they develop their skills and contribute to the team’s overall success. Key Responsibilities: Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided Collate & distribute LGT account opening and credit documentation Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable Assist in resolving client queries regarding their portfolios or account opening Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary Liaise effectively with external custodians and providers to obtain information required for clients and their advisers Proficient in the use of all internal and external systems and information feeds Study for the level 3 qualification (Investment Operations Certificate) via the Apprenticeship Programme
