Client Operations Administrator

JR United Kingdom; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm in London is seeking a Client Administrator to support various administrative duties. The role involves document screening, account management, and addressing client queries. Ideal candidates will have experience in financial services and strong communication skills.

Qualifications

• Experience in wealth management or financial services.
• Familiarity with AML and account processes.

Responsibilities

• Screen AML documentation for various account types.
• Manage account opening processes and monitor pending accounts.
• Address client administration and queries within service levels.

Skills

Attention to Detail

Communication

Organisational Skills

Job description

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A well-established US wealth manager, listed in the NYSE and part of the S&P 500, is recruiting for a client administrator within the operations team in the wealth management arm of the business in London.

About the Role

We are seeking a proactive and detail-oriented Client Administrator to join our Operations team in London. In this role, you will support a variety of administrative duties, including document screening, account opening, deceased account processing, handling technical queries, and participating in ad hoc projects.

Key Responsibilities

• Screen anti-money laundering (AML)

documentation for various account types, including GIA, ISAs, Pensions, OPBs, and Trusts.

• Validate documents such as cheques and W-8 forms.

• Manage account opening processes and continuously monitor pending accounts.

• Administer deceased accounts, including requesting probate valuations.

• Handle account closures, including calculating and deducting closing fees.

• Allocate valid W-8 forms to accounts and chase expired documentation.

• Perform all types of static data amendments.

• Process client and provider payments, initial ISA subscriptions, internal client journals, and set up regular payments, standing orders, and income sweeps.

• Deduct ad hoc charges such as custody, financial adviser, management, and valuation fees.

• Address all client administration and internal/ external queries within agreed service levels.

Skills and Experience Required

• Experience working in the wealth management / stock broking or financial services industry

• Experience in either AML and/or account opening/ account closing /client administration and support

• Knowledge of ISAs/IFAs/OBPs/GIAs and/or Pensions

• Effective both independently and as part of a team.

• Capable of working under pressure and meeting deadlines.

• Quality-oriented with attention to detail.

• Strong interpersonal and communication skills, both verbal and written.

• Excellent organisational and time management skills.