Senior Client Onboarding & KYC Specialist (Hybrid)

Taylor James Resourcing; City Of London; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A financial services firm in the City of London is seeking an experienced Senior Client Services Administrator to enhance client service and improve practices within the Client Administration department. This hybrid role requires a minimum of 2 years in a similar position, strong interpersonal skills, and sound technical knowledge. You will manage client relationships, ensure account maintenance, and support Investment Managers with timely client service.

Qualifications

• Minimum 2 years’ experience in a similar role.
• Sound technical knowledge and experience of Client take on within an Asset Management environment.
• Strong knowledge of the structure and organisation of Asset Management companies.

Responsibilities

• Manage the client relationship from the start, coordinating with Investment Managers.
• Ensure ongoing maintenance of existing client accounts.
• Handle client queries regarding transactions and arrangements.

Skills

Client relationship management

Organisational skills

Communication skills

Numerical and analytical skills

Education

Relevant industry qualifications such as IOC

Tools

Client management systems

Job description

A financial services firm in the City of London is seeking an experienced Senior Client Services Administrator to enhance client service and improve practices within the Client Administration department. This hybrid role requires a minimum of 2 years in a similar position, strong interpersonal skills, and sound technical knowledge. You will manage client relationships, ensure account maintenance, and support Investment Managers with timely client service.