Administration/Client Relationship Assistant

Walker Dendle Financial Recruitment; London, Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading multi-Family Office in London is seeking a Client Relationship Coordinator to manage client inquiries and onboarding processes. The role requires excellent organizational and communication skills, with a proactive approach to client management. Ideal candidates will have a solid academic background and experience in a corporate setting, along with proficiency in Excel. This position offers a unique opportunity to work closely with clients and senior leadership in a dynamic environment.

Qualifications

• Good level of academic achievement, such as a university degree, A-levels, GCSEs.
• Previous experience in an office-based or corporate environment.
• Comfortable working in a regulated environment.

Responsibilities

• Primary point of contact for client inquiries.
• Manage full client onboarding lifecycle including KYC/AML.
• Prepare client materials and maintain accurate records.

Skills

Organization

Time Management

Communication

Proactive Attitude

Client Liaison

Education

University Degree or equivalent

Tools

Excel

Job description

The Role

A truly unique opportunity to join a multi-Family Office/investment manager whose core competency is implementing bespoke investment solutions for wealthy families, individuals, and institutional investors. This new, client-facing role offers a varied and interesting set of responsibilities.

Key Responsibilities

1. Reporting to Client Relationship Manager
2. Being the primary point of contact for client inquiries (face-to-face, telephone, email, etc.)
3. Managing the full client onboarding lifecycle, including KYC/AML and platform integration (an established framework is in place, and full training will be provided)
4. Preparing client materials and maintaining accurate records
5. Coordinating client meetings and processing account documentation
6. Assisting with client communications and resolving service requests
7. Taking notes at client meetings
8. Collaborating on operational tasks and assisting with ad-hoc projects
9. Performing basic data manipulation in MS Excel

Successful Applicant

1. A good level of academic achievement, such as a university degree, A-levels, GCSEs, etc.
2. Competent with Excel (desirable)
3. Previous experience in an office-based or corporate environment in a task-oriented role
4. Excellent organization and time management skills
5. Excellent communication skills—confident liaising with clients and senior leadership
6. Proactive attitude towards task management and delivery
7. Comfortable working in a regulated environment

We regret that due to the high volume of applications we receive, if you have not heard from us within 10 days, your application has not been successful on this occasion. However, please continue to apply for jobs advertised by Walker Dendle.

Walker Dendle Limited acts as an employment business for temporary positions and as an employment agency for permanent positions.

Walker Dendle is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience are encouraged to apply. By applying to this position, you acknowledge that you have read and accept the terms available on our website.