Client Services Specialist – Custody/Asset Management – 12m FTC

Role details

CassonX are delighted to be recruiting for this prestigious business that offers custody and execution solutions via a platform to the wealth management sector. This business has been growing successfully since it’s inception, and feels more like a FinTech business in comparison to their traditional wealth management competitors, offering solutions to complex clients. This hire is available due to maternity, and they are looking to add value, knowledge and expertise to their team by bringing in a specialist to ridge the gap between more junior staff in and the leader of the team. They offer outstanding working conditions and a relaxed working environment, certainly in comparison to the demanding larger banks. They are hybrid, with 3 days in office each week.

To be considered for this role, CassonX are looking to identify someone who has direct experience off dealing with more technical and complex queries and service review matters, from a Custodial or Buy Side (Asset/Wealth Management or Platform) background. You must be able to demonstrate ability and desire to deal with queries “head on”, resolving complaints or Operational issues, assist in the production of MI whilst also sharing your knowledge and helping to mentor less experience staff. They are only interested in candidates who can start immediately. 

This role is an all round Client Services position. You will act as first point of contact for their customers, making sure that all SLAs are met, and follow up MI is produced. However the main purpose is deal with all queries and operationally aligned issues that may arise. A very detailed job description is available to those who send a relevant CV.

CassonX Limited are committed to providing fair employment opportunities to all applicants. We encourage anyone to apply, regardless of their background, and promote a fair and inclusive recruitment process based on merit. If you require any assistance throughout the interview process to improve your experience, kindly let us know.