Charity Portfolio Client Services & KYC Admin

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

Job summary

A leading wealth management firm is seeking an experienced Client Services Administrator to enhance client services within their Charities team. The ideal candidate will have at least 2 years of experience in asset management, alongside strong organisational and communication skills. Key responsibilities involve coordinating with investment managers, administering client data, and maintaining relationships with charity clients. This permanent position offers a competitive salary and is based in London.

Qualifications

• Minimum 2 years’ experience in a similar role within an Asset Management environment.
• Strong verbal and written communication skills.
• Excellent organisational skills and ability to work unsupervised.

Responsibilities

• Coordinate with Investment Managers to discuss client requirements.
• Administer the entire client lifecycle, from account opening to maintenance.
• Develop and maintain strong client relationships.

Skills

Client relationship management

Communication skills

Organisational skills

Numerical analysis

Technical knowledge of charity portfolio administration

Education

Relevant industry qualifications (e.g., IOC)

Job description

A leading wealth management firm is seeking an experienced Client Services Administrator to enhance client services within their Charities team. The ideal candidate will have at least 2 years of experience in asset management, alongside strong organisational and communication skills. Key responsibilities involve coordinating with investment managers, administering client data, and maintaining relationships with charity clients. This permanent position offers a competitive salary and is based in London.