Investment Associate – Bristol

recruitukltd Salary: £18,000 – £22,000

We are working with an investment platform in Bristol who are currently expanding their support team.

You will be a vital instrument to the daily to pay processing of items for the investment administration team. This is a fantastic opportunity for someone who is looking to gain a career with a reputable and well thought of company.

  • Liaising with clients and processing AML checks for any clients who do not automatically pass the automated check
  • Picking up any rejected transfers from DST and communicating between the key stakeholders to resolve and reprocess
  • Handling all outbound communication to the end client, including emails, phone calls and letters.
  • Providing support to the telephone team as and when required.

For this role the ideal candidate will have had previous experience within a similar setting. Have direct client experience and understand the importance of great customer service.

For more information on this role please contact Louise bib on 01179170416 or email

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