Private Client Administrator - Goodman Masson

Join a leading investment firm with a strong heritage in managing assets for private clients, charities, institutions, and intermediaries. This is a high-responsibility role at the heart of client service delivery - ideal for someone who thrives on precision, professionalism, and people-first thinking.

What you'll bring:

• Deep understanding of client onboarding and maintenance processes

• Proven experience (2+ years) in private client administration within asset management

• Strong grasp of AML, compliance, MIFID, FATCA, CRS and related regulations

• Excellent organisational and communication skills

• Confidence in dealing directly with clients, consultants, and senior colleagues

• Working knowledge of investment instruments and discretionary portfolio structures

• A self-motivated mindset with a flair for training and guiding others

• IOC or equivalent industry qualifications preferred

What you'll do:

• Be the key liaison in client onboarding and account setup

• Maintain and update client records across systems

• Handle reporting queries, cash transactions, and custody arrangements

• Support Investment Managers in delivering a seamless client experience

• Collaborate across teams to ensure operational excellence

• Play an active role in improving processes and mentoring new talent

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.