Client Administrator

VWA (Victoria Wall Associates); Greater London; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Discretionary bonus

Above market pension contributions

Health / wellness benefits

Job summary

Victoria Wall Associates is seeking a Client Servicing Analyst (middle office) in London. The role focuses on data and onboarding/offboarding support for clients within a finance environment. You will set up new clients on our CRM, manage asset transitions, and support the team with routine administration.

No prior financial services experience is required; this role suits someone with admin or data-entry experience eager to start a career in asset management. Hybrid work arrangement offered.

Qualifications

• No prior experience in financial services required; candidate with admin or data-entry background welcome.
• Excellent attention to detail, especially when working with data.
• Team-oriented, self-motivated and able to work on own initiative.

Responsibilities

• Set up new clients on database/CRM with key details and documents.
• Transition assets for new and leaving clients.
• Process internal transfers per Front Office requests.
• Administer deceased or departing clients.
• Maintain client data and process amendment requests and receipts.
• Provide ad-hoc support to the team.

Skills

Attention to detail

Data entry

Administration

Teamwork

Self-motivation

Initiative

Tools

CRM system

Job description

5-SAnalyst/SD Client Administrator (Client Servicing Analyst) - NO DIRECT EXPERIENCE REQUIRED

12 month FTC

Victoria

Competitive Salary

Financial Services

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
• 12 month FTC
• 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 on a FTC, please apply today!