Private Client Senior Administrator

Taylor James Resourcing; London; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

A leading Wealth and Asset Management company based in London is seeking an experienced Senior Client Services Administrator. The role involves delivering high-quality client service alongside Investment Managers, managing client accounts and queries, and participating in client meetings. Candidates should have a minimum of 2 years' experience in asset management and excellent organizational skills.

Qualifications

• Minimum 2 years' experience in a similar role within Asset Management.
• Strong knowledge of Asset Management structures.
• Ability to work independently and prioritize tasks.

Responsibilities

• Manage client accounts, AML reviews, amendments, and record keeping.
• Coordinate with third parties regarding custodial matters.
• Support and train junior team members.

Skills

Organizational skills

Communication skills

Numerical skills

Analytical skills

Education

Relevant industry qualification such as IOC

Job description

Job Title: Senior Client Services Administrator

Job Details

• Date: 24 Apr 2024
• Sector: FINANCIAL MARKETS
• Type: Permanent
• Location: London
• Salary: £50,000 - £65,000 per annum
• Contact: [e-mail]
• Reference: DB 240424

Company Overview

A Wealth and Asset Management company based in the City of London is seeking an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team. The role involves delivering high-quality client service and suggesting improvements to working practices within the department.

Role Details

• Hybrid working: 3 days in the office, 2 days from home
• Involved from the start of the client relationship, working closely with Investment Managers
• Manage client accounts, AML reviews, amendments, and record keeping
• Coordinate with third parties regarding custodial matters and account openings
• Develop ongoing client relationships where appropriate
• System administration of client data
• Handle client queries related to reporting, transactions, and custody
• Coordinate with external consultants and internal teams
• Support and train junior team members
• Attend client meetings as required

Person Specification

• Minimum 2 years' experience in a similar role within Asset Management
• Strong knowledge of Asset Management structures
• Excellent organizational and communication skills
• Ability to work independently and prioritize tasks
• Numerical, analytical, and PC skills
• Knowledge of investment parameters, securities, corporate actions, and tax rules
• Relevant industry qualification such as IOC