Private Client Senior Administrator

Mason Blake; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in asset management is seeking a Senior Client Administrator to enhance their dedicated team. This exciting role offers the chance to build and maintain strong client relationships, ensuring compliance with KYC/AML regulations and managing account openings. With a focus on professional growth, the firm provides a competitive compensation package and an attractive bonus structure. The ideal candidate will have a minimum of 2 years’ experience in a similar role and possess relevant industry qualifications. If you are looking to make a substantial impact in a respected firm, this opportunity is perfect for you.

Benefits

Competitive compensation package

Attractive bonus structure

Room for professional growth

Qualifications

• Minimum of 2 years’ experience in a similar role.
• Sound knowledge of asset management company structures.

Responsibilities

• Initiate and manage client relationships and coordinate account opening.
• Conduct periodic AML reviews and manage client accounts.

Skills

Client onboarding procedures

KYC/AML/CFT regulations

MIFID and EU Directives

Global tax reporting

Asset management company structures

Private client portfolio administration

Education

Relevant industry qualifications (e.g., IOC)

Job description

Our client is a leading Boutique Asset Management firm, renowned for their culture. Due to continued success, they are now seeking a skilled Senior Client Administrator to join their dedicated team on a permanent basis.

Reporting directly to the Head of Client Services, the Senior Client Administrator will take on the following dynamic responsibilities:

1. Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.
2. Maintain existing client accounts, conducting periodic AML reviews and managing agreements and sub-accounts.
3. Coordinate with third parties on custodial matters and derivative/FFX account openings.
4. Cultivate ongoing client relationships where suitable.
5. Handle client queries comprehensively, including reporting, cash transactions, custody, and transitions.

The ideal candidate for this role will possess the following skillset:

1. Proficient in client onboarding procedures, with expertise in KYC/AML/CFT regulations, MIFID, EU Directives, and global tax reporting.
2. Minimum of 2 years’ experience in a similar role, demonstrating sound knowledge of asset management company structures.
3. Preferred experience in private client portfolio administration and relevant industry qualifications such as IOC.

This presents a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Asset Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.

If your experience resonates with the outlined criteria, please submit your CV for consideration.

Please note that due to the volume of applications received, we regret that we are unable to respond to each applicant individually.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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