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Asset Management Client Services KYC Administrator
Quick Registration: First Name *, Last Name *, e-mail *, Phone *, Sector, Location
Our client is a Global Financial Broking firm in London.
Client Onboarding KYC Associate. 5 days a week in
Administration Assistant – Financial Services
Our client is a Financial Market making company in
Our client is a Wealth and Asset Management firm in
Date: 15 Nov 2023
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £50,000 - 60,000 per annum
Email: duncan@taylorjamesresourcing.com
Ref: DB 36547328
Wealth and Asset Management firm is looking for an experienced Client Services Administrator to work with Investment Managers in the Charities team, delivering high-quality client service to Charity clients and suggesting improvements to the wider Client Administration department's practices.
The role involves working from the start of the client relationship, coordinating with Investment Managers to discuss client requirements, arranging account openings, liaising with internal teams and third parties, and maintaining ongoing communication with clients or their representatives.
Responsibilities include maintaining existing client accounts (AML reviews, amendments, record keeping), liaising with custodians and third parties, developing client relationships, system administration, handling client queries, coordinating with auditors and colleagues, providing support and training, attending client meetings, and supporting the Client Administration Team.
Person Specification:
- Sound technical knowledge of Client onboarding within Asset Management, especially Charity Portfolio Administration.
- Understanding of AML, Compliance, MIFID, EU Directives, FATCA, CRS.
- Minimum 2 years’ experience in a similar role.
- Knowledge of Asset Management company structures.
- Excellent organizational skills, self-motivated, able to prioritize and multi-task.
- Strong communication skills, confident in client and colleague interactions.
- Numerical, analytical, and PC skills.
- Knowledge of investment parameters, securities, corporate actions, and tax rules.
- Relevant qualifications such as IOC.
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