Client Success & Onboarding Specialist

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

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.