Client Services Administrator

JR United Kingdom; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in London seeks a client services administrator. This role involves supporting portfolio managers by handling report requests, responding to client queries, and ensuring accurate data management. Candidates must have experience in Financial Services, specifically in Wealth Management, and possess strong interpersonal skills. The position requires the ability to work under pressure and deliver outstanding client service.

Qualifications

• 2 years’ experience in Financial Services, preferably in Wealth Management.
• Awareness of anti-money laundering and KYC requirements.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Handling report requests and investigating erroneous reports.
• Taking calls and resolving clients' queries.
• Reviewing tax forms and managing client accounts.

Skills

Administration

Interpersonal skills

Time management

Teamwork

Job description

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An excellent opportunity has arisen, for a client services administrator to join a rapidly growing financial services firm based in London. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.

Responsibilities will include;

• Handling report requests (valuations, tax pack reports, income & expenses)
• Looking into erroneous reports (investigate incorrect data & passing to relevant team to correct and checking before confirming to client).
• Book cost updates.
• Locating cash that has been sent in by clients.
• Passing on instructions to closures or payments team.
• Taking calls and resolving client’s queries.
• Reviewing and logging tax forms to client accounts.
• Passing on dealing instructions to either the dealers, relationship managers or account managers.
• Dealing with incoming post.
• Arranging for copies of original documents to be certified and originals sent back to investors.
• Projects work e.g. KYC update, renewal of W8 forms.
• Responsible for designated area of data within teams’ data dashboard.
• Developing own procedures in a format that is easy to refer to.

To be considered for this position, candidates must have the following experience and skills;

• 2 Years’ experience in Financial Services, preferably in Wealth Management
• Awareness of anti-money laundering and know your client/due diligence requirements/enhanced due diligence requirements
• Excellent administration and interpersonal skills
• Capability to work under pressure in order to meet deadlines
• Ability to work individually and as part of a team

Candidates must also have the right to work in the UK. I’m afraid sponsorship isn’t offered for this position.

Due to the high volume of CVs that we receive, only successful candidates will be contacted. Thank you for your time and patience.