Client Services Executive, Investment Management 3/2

Aldrich & Co; Greater London; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

Aldrich & Co is seeking a client-focused Administrator with 1-2 years' experience in financial services to support a portfolio of private clients. You will manage onboarding, documentation, and ongoing servicing to ensure seamless, compliant administration.

The role emphasizes organisation, communication, and a proactive approach within a busy, client-driven environment. Strong IT and processes skills are valued.

Qualifications

• 1-2 years' experience in financial services client administration.
• Strong written and verbal communication skills.
• Excellent organisational and multitasking abilities.

Responsibilities

• Support clients and intermediaries throughout onboarding lifecycle.
• Prepare and manage account opening documentation and KYC requirements.
• Monitor onboarding progress and provide updates to clients and owners.
• Handle client requests: withdrawals, new accounts, ISA subscriptions, asset transfers and closures.
• Produce client meeting reports using Excel and PowerPoint.

Skills

Confidentiality

Prioritisation

Written and verbal communication

MS Office

Proactive

Adaptability

Attention to detail

Organisational skills

Tools

Microsoft Office

Job description

Salary: £35,000 - £40,000

Are you a client-focused Administrator, with 1-2 years' experience in client administration in financial services?

Are you highly organised and a strong communicator? You'll be building relationships and supporting a dedicated portfolio of private clients - so you must enjoy delivering a seamless service.

Do you want to be valued? Use your initiative? Take ownership of the administration and organisation?

If the answer is yes; we'd love to hear from you.Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.

What you'll be doing day to day:

Client Onboarding

• Supporting clients and intermediaries throughout the full onboarding lifecycle
• Preparing and managing account opening documentation
• Assisting clients with documentation completion and advising on Source of Wealth and KYC requirements
• Monitoring account opening progress and providing regular updates to clients and client owners
• Liaising with external service providers, including third-party custodians, pension providers
• Coordinating the transfer of new assets into client accounts
• Completing simple tax forms as needed
• Ensuring all account opening packs are compliant and up to date

Client Administration & Servicing

• Processing a wide range of client requests - withdrawals, new account setups, ISA subscriptions, asset transfers and account closures
• Responding to ad-hoc client and adviser queries
• Producing client meeting reports using Excel and PowerPoint
• Managing the setup and distribution of quarterly valuation letters
• Initiating and following processes through to completion
• Requesting and processing documentary evidence for changes in client circumstances
• Maintaining accurate and compliant client records within the CRM
• Ensuring key documents are current and compliant, including ATRs, Fact Finds and DMAs

Client Executive Team Administration

• Managing diaries, inboxes, organising travel and events

The skills you need to bring:

• 1-2 years' experience in financial services client administration
• Confidentiality and discretion when handling sensitive information
• Ability to prioritise competing deadlines
• Exceptional written and verbal communication skills
• Strong organisational skills and attention to detail
• Strong MS Office
• A proactive and solutions-focused approach
• Adaptability and flexibility in a fast-paced, client-driven environment

Benefits:

• + bonus
• + benefits