Client Administrator

VWA (Victoria Wall Associates); City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading investment firm in London is seeking a Client Servicing Analyst to support client onboarding and data maintenance. This is an excellent opportunity for someone with administrative experience looking to start their career in finance. The role offers a competitive salary and benefits including discretionary bonuses and a hybrid working model. Working hours are 9am to 5:30pm.

Benefits

Discretionary bonus

Above market average pension contributions

Health and wellness benefits

Qualifications

• No prior experience within financial services is required.
• Experience of working with data would be a plus.
• Self-motivated and able to work on own initiative.

Responsibilities

• Set up new clients on the database/CRM system.
• Process asset transitions for new and departing clients.
• Administer deceased or departing clients' data.

Skills

Attention to detail

Team collaboration

Data entry experience

Job description

5-SAnalyst/SD
Client Administrator (Client Servicing Analyst) - NO DIRECT EXPERIENCE REQUIRED
Victoria
Competitive Salary
Financial Services
Permanent
Hybrid Working - 2 days from home
9am - 5:30pm

The Client

A successful and established investment firm headquartered in London with additional offices in Europe and the US. With just under 300 in London, this firm are highly collaborative, friendly and encouraging of internal growth and progression!

The Role

This is a fantastic opportunity for someone with some experience of administration and a strong level of attention to detail who is looking to launch their career in the finance industry!

This is a Client Servicing Analyst position, which will involve providing data and onboarding / offboarding support for clients. Responsibilities will include (but are not limited to):

• Setting up new clients on the database / CRM system - inputting key details and processing documentation
• Transition of assets for new and leaving clients
• Processing internal transfers as per Front Office requests
• Administration of deceased or departing clients
• Maintaining client data - updating details as per amendment requests and processing receipts
• Ad-hod support to the team.

Please note that this is a middle office (non client-facing) position.

Candidate Specification

• No prior experience within financial services is required. This role would best suit an individual who has gained some administration or data entry experience who is looking to begin their career in asset management!
• Excellent attention to detail - experience of working with data would be a plus
• Team-oriented as well as being self-motivated and able to work on own initiative.

Additional Information

• Salary is competitive and dependent on experience
• The business offer excellent benefits including a discretionary bonus, above market average pension contributions and a range of health / wellness benefits
• Hours are 9am - 5:30pm in the central London (Victoria) office, with a hybrid working model of 2 days from home.

If you are looking to commence your career within financial services, please apply today!