Client Onboarding Support (KYC)

Taylor James Resourcing; London; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading Wealth and Asset Management company in London is seeking a Senior Client Services Administrator to enhance client service and streamline operational processes. This permanent hybrid role offers an engaging environment where you will manage client relationships, oversee account administration, and support Investment Managers. Ideal candidates should have a robust background in asset management, excellent organizational skills, and the ability to communicate effectively at all levels.

Qualifications

• Minimum of 2 years’ experience in a similar role.
• Strong understanding of Asset Management structures.
• Working knowledge of investment parameters and fee arrangements.

Responsibilities

• Engage with clients to facilitate onboarding and account management.
• Maintain existing client accounts and perform AML reviews.
• Coordinate with internal teams and third parties for custodial matters.

Skills

Client onboarding

Organizational skills

Analytical skills

Communication skills

Numerical skills

PC skills

Education

Relevant industry qualifications such as IOC

Job description

A Wealth and Asset Management company based in the City of London is looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team. The role involves delivering high-quality client service and suggesting improvements to working practices within the department.

This is a hybrid role, with 3 days in the office and 2 days working from home.

The responsibilities include:

1. Engaging from the start of the client relationship, working closely with Investment Managers to discuss client requirements, facilitate account opening, liaise with internal teams and third parties, and maintain direct contact with clients or their representatives throughout the process.
2. Maintaining existing client accounts, including AML reviews, amendments to agreements, sub-accounts, and record keeping.
3. Liaising with third parties regarding custodial matters and opening of derivative and FFX accounts.
4. Developing ongoing relationships with clients where appropriate.
5. Managing systems administration of client data on internal and external systems.
6. Handling client queries related to reporting, cash transactions, custody arrangements, and transitions.
7. Coordinating with third-party consultants and audit firms to meet client requirements and provide information.
8. Collaborating across teams to ensure high service levels to clients.
9. Providing guidance and training to new and junior team members when needed.
10. Supporting Investment Managers with timely and efficient assistance.
11. Offering support and coverage to the Client Administration Team.
12. Attending client meetings as required.

Person Specification:

• Sound technical knowledge and experience of client onboarding within an Asset Management environment.
• Minimum of 2 years’ experience in a similar role.
• Strong understanding of the structure and organization of Asset Management companies.
• Excellent organizational skills, with the ability to work independently and be self-motivated.
• Ability to prioritize tasks to meet deadlines and handle multiple responsibilities.
• Strong written and verbal communication skills.
• Confidence in dealing directly with clients and colleagues at all levels.
• Numerical, analytical, and PC skills are essential.
• Working knowledge of investment parameters and fee arrangements for discretionary portfolios.
• Knowledge of investment instruments, securities, corporate actions, and capital gains tax rules.
• Relevant industry qualifications such as IOC.

Application details:
Date: 28 Oct 2024
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £40,000 - 50,000 per annum
Email: [e-mail]
Ref: DB 28/10/2024