Asset Management Client Services KYC Administrator

2 weeks ago


London, Greater London, United Kingdom Taylor James Resourcing Full time
Head of Systems Position at Wealth and Asset Management Firm

We are currently seeking a Head of Systems to join our team at a reputable Wealth and Asset Management firm.

  • Work closely with Investment Managers in the Charities team
  • Ensure high-quality client service delivery to Charity clients
  • Provide suggestions for enhancing working practices within the Client Administration department
  • Manage client accounts, including AML reviews and record keeping
  • Coordinate with third parties for custodial matters and derivative accounts
  • Administer client data on internal and external systems
  • Address client queries and provide timely support to Investment Managers
  • Collaborate with colleagues to offer exceptional service to clients
  • Provide guidance and training to new team members and other business areas
  • Attend client meetings as necessary
Person Specification
  • Minimum 2 years' experience in Client Administration within Asset Management
  • Strong knowledge of Anti Money Laundering, Compliance requirements, and Global Tax Reporting
  • Familiarity with MIFID, EU Directives, FATCA, CRS, etc.
  • Excellent organizational and communication skills
  • Ability to work autonomously and prioritize tasks effectively
  • Numerically and analytically proficient with strong PC skills
  • Experience with discretionary managed portfolios and investment instruments
  • Relevant industry qualifications such as IOC desirable


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