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Customer Service Adviser/Client Services

Liverpool, Merseyside
Job Type
7 Sep 2022

Customer Service Adviser/Client Services

12 Months


Client Service Delivery at Pershing provides clearing, settlement and custody support solutions for our institutional, Broker Dealer, Wealth and Client Advisor firms. CSD is split into a number of different teams including Client Onboarding, Cash and Data Management, Account Transfers, Asset Servicing, Settlements and Reconciliations.

We are currently recruiting for a number of positions across numerous departments.

Responsibilities broadly include:

  • Processing of transactions
  • Data collation and input
  • Query resolution
  • Use of Excel to manipulate and reconcile data
  • Communication with clients via email and phone (when required)
  • Working to tight market driven deadlines
  • Following department accuracy verification procedures


Must be able to demonstrate experience of the following:

Strong Excel skills (to include use of formulas)

  • Must have a high level of attention detail and be able evidence past experience of identifying and correcting errors in a process/procedure
  • Experience of working to short deadlines
  • Highly numerate
  • Excellent organisational skills and ability to managing own deadlines and workloads


  • Experience of using non Microsoft systems (including employer bespoke systems) desirable
  • Experience of reconciling data
  • Experience of using workflow systems where diary notes are required
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  • Job Reference: 706411847-2
  • Date Posted: 7 September 2022
  • Recruiter: Pontoon
  • Location: Liverpool, Merseyside
  • Salary: On Application
  • Sector: Call Centre / Customer Service
  • Job Type: Permanent