Financial Services Operations

Client Administrator

£35k - £35k per annum

City of London, London

Expiry date:
2022-07-14
Start date:
ASAP
Job type:
Permanent
Job ID:
BBBH120902

About the role:

A Leading financial service provider in London is hiring 2 Client Administrators on a permanent basis. The main responsibilities for these positions are to provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Tasks and Responsibilities:

  • To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
  • To build relationships with clients and maintain regular contact.
  • Maintain back-office systems and client records in line with the company policies.
  • Request policy information from third party policy providers if applicable.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
  • Preparation of meeting packs and valuations (as required)
  • Assist investment managers in the preparation of new business pitches and presentations (Management admin only).
  • Deal with cash transfers, foreign exchange transactions and monitoring of account balances
    for clients (Investment Management admin only).
  • Process all business in accordance with required processes & proactive pipeline management,
    to include establishing new accounts on internal systems and collating Anti-Money Laundering documentation as required.
  • Identify and report any risks, breaches, or errors through ensuring risks are logged through to
    mitigating actions and controls.
  • To encourage client, use of portal and other digital tools, provide guidance where required.
  • To collaborate and share best practices with colleagues.

Skills and Experience:

  • Proven experience working in the financial services industry- ideally 2 to 5 years’ experience.
  • A strong ethic of client service.
  • Ability to work under pressure and to prioritise work.
  • Excellent communication skills both written and verbal, influencing and organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems.

Benefits:

  • £30K-35K p.a. depending on experience
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

Expiry date:
2022-07-14
Start date:
ASAP
Job Type:
Permanent
Job ID:
BBBH120902

Sounds good?

Does this role sound like the right for for you? Apply using the form and one of the Goodman Masson team members will get back to you as soon as possible. Good luck!

Apply for the role


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