Hybrid Private Wealth Client Onboarding Lead

Taylor James Resourcing; City Of London; Hybrid; GBP 50,000 - 55,000; Full time

Job summary

A Wealth and Asset Management company in London is looking for an experienced Senior Client Services Administrator to support Investment Managers in delivering high-quality client service. The ideal candidate will have a minimum of 2 years' experience in a similar role and strong client relationship management skills. This hybrid role offers a salary between £50,000 and £55,000 per annum, with 3 days in the office and 2 from home.

Qualifications

• Minimum 2 years’ experience in a similar role.
• Sound technical knowledge of client take-on in Asset Management.
• Ability to prioritize and multi-task.

Responsibilities

• Ensure ongoing maintenance of client accounts.
• Liaise with third parties for custodial matters.
• Develop ongoing client relationships.
• Deal with client queries effectively.

Skills

Client relationship management

Strong communication skills

Organizational skills

Numerical skills

Education

Relevant industry qualifications (e.g., IOC)

Job description

A Wealth and Asset Management company in London is looking for an experienced Senior Client Services Administrator to support Investment Managers in delivering high-quality client service. The ideal candidate will have a minimum of 2 years' experience in a similar role and strong client relationship management skills. This hybrid role offers a salary between £50,000 and £55,000 per annum, with 3 days in the office and 2 from home.