Isio
Belfast, UK
We're growing and want you to be a part of our journey. Client Services Support Administrator We are looking for an experienced and self-motivated team member to support our establishment of a Belfast hub. As Client Services Support, you will provide an exceptional client experience, working closely with clients, consultants & paraplanners from onboarding and throughout the client journey ensuring processes are correctly followed, all data is correct, and client records are compliant. This role is based in our Belfast City Centre office with hybrid workstyle. Role and Responsibilities Manage individual workflow tasks, meeting client and team expectations and internal deadlines (SLAs) Onboarding new clients Administration and new business processing for Wrap platform and non-platform clients, submitting a variety of financial products: ISAs, GIAs, pensions, bonds, structured notes, EIS and VCTs Process client trades on platforms Prepare annual review packs for...