Financial Services Case Handler

  • Ref: EHX5560
  • Industry: Financial Services
  • Location:
    Liverpool
  • Salary:
    Competitive salary
  • Type: Contract

About the Role

We are currently recruiting for a number of Financial Services Case Handler to join a reputable investment management firm in Liverpool City Centre. The role is based in central offices and offers a friendly working environment alongside hybrid working. There are a number of contract roles available due to exciting growth in the business, and this could be an excellent chance to gain exposure in the wealth management industry.

Role responsibilities for the Financial Services Case Handler:

  • Being part of a large migration project
  • Transfer stocks held by 3rd parties, ensuring all correct procedures are followed
  • Communicate with internal departments and external 3rd parties to ensure smooth transition of the stocks to the firm
  • Ensure regulations are adhered to
  • Updating client accounts

Role requirements:

  • Financial services experience is preferable but not essential
  • Strong communication and attention to detail
  • Ability to prioritise workloads
  • Good working knowledge of Microsoft Office

This is an excellent opportunity to join a reputable firm in central Liverpool offices. Whilst the Financial Services Case Handler role is initially an 18 month FTC, it could turn into a more permanent position, and if not, it would be a fantastic experience on your CV. Apply now if you have the relevant experience!

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