Asset Management Client Services KYC Administrator

Taylor James Resourcing; London; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services firm in London is seeking an experienced Client Services Administrator to support Investment Managers in the Charities team. The role involves client onboarding, maintaining accounts, and improving client administration practices, requiring strong organizational skills and compliance knowledge.

Qualifications

• Minimum 2 years’ experience in a similar role.
• Sound technical knowledge of Client onboarding within Asset Management.
• Excellent organizational skills and strong communication skills.

Responsibilities

• Coordinate with Investment Managers for client requirements.
• Maintain existing client accounts and conduct AML reviews.
• Handle client queries and develop client relationships.

Skills

Client onboarding

Compliance knowledge

Organizational skills

Communication skills

Analyzing skills

Education

Relevant qualifications such as IOC

Job description

Quick Registration: First Name *, Last Name *, e-mail *, Phone *, Sector, Location

Our client is a Global Financial Broking firm in London.

Client Onboarding KYC Associate. 5 days a week in

Administration Assistant – Financial Services

Our client is a Financial Market making company in

Our client is a Wealth and Asset Management firm in

Date: 15 Nov 2023
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £50,000 - 60,000 per annum
Email: [e-mail]
Ref: DB 36547328

Wealth and Asset Management firm is looking for an experienced Client Services Administrator to work with Investment Managers in the Charities team, delivering high-quality client service to Charity clients and suggesting improvements to the wider Client Administration department's practices.

The role involves working from the start of the client relationship, coordinating with Investment Managers to discuss client requirements, arranging account openings, liaising with internal teams and third parties, and maintaining ongoing communication with clients or their representatives.

Responsibilities include maintaining existing client accounts (AML reviews, amendments, record keeping), liaising with custodians and third parties, developing client relationships, system administration, handling client queries, coordinating with auditors and colleagues, providing support and training, attending client meetings, and supporting the Client Administration Team.

Person Specification:

• Sound technical knowledge of Client onboarding within Asset Management, especially Charity Portfolio Administration.
• Understanding of AML, Compliance, MIFID, EU Directives, FATCA, CRS.
• Minimum 2 years’ experience in a similar role.
• Knowledge of Asset Management company structures.
• Excellent organizational skills, self-motivated, able to prioritize and multi-task.
• Strong communication skills, confident in client and colleague interactions.
• Numerical, analytical, and PC skills.
• Knowledge of investment parameters, securities, corporate actions, and tax rules.
• Relevant qualifications such as IOC.