We are recruiting for a Contract Client & Investment Support on behalf of our client. 

• Onboard new clients and maintain client relationships.
• Address client inquiries, manage account transactions, documentation, reporting, and wire transfers.
• Support investment portfolio activities, including executing trades, adjusting portfolios, and settling transactions.
• Resolve complex client issues, collaborating across teams to deliver prompt and effective solutions.
• Ensure client records are accurate, complete, and up-to-date.

• Bachelors degree in a relevant field such as finance.
• 2-5 years experience in a similar role.
• Professional Certification such as CSC or equivalent.
• Proficiency in Microsoft Office Suite.
• Strong organizational and time management skills.

Salary: Hourly rate DOE.

This role is ideal for someone who is passionate about finance, driven to support clients, and eager to grow professionally in a well-rounded, impactful position. Apply today!

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Vanessa@theagency.ky