Client Services Support Team Administrator, 12m Ftc

2 weeks ago

Edinburgh, Edinburgh, United Kingdom abrdn Full time
Job Description

At abrdn, our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want.

Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer.

And by enabling clients to invest responsibly, it helps us to build a better world.


We currently have a great opportunity for a Client Service Support Administrator to join our Discretionary Client Operations Team within our Personal Vector, on a 12m fixed term contract.

Role Purpose


In this role you will provide an efficient, reliable and pro-active administrative support service to the Client Management, Investment and Client Services teams of Discretionary abrdn.

The role holder will support and assist the Client Portfolio Managers Assistants and Client Portfolio Managers in performing administration support tasks for Client accounts.

The role sits within the Centralised Administration Team of abrdn's Edinburgh business.

You will report to the Client Operations Team Manager and will be responsible for processing key support activities in order to provide a reliable and scalable service to the abrdn business.


Strong communication skills are required and the role will suit a self-starter who takes responsibility and ownership of their workload, with the ability to plan and organise a busy and varied diary and build strong relationships internally and externally.


Core Outputs- Run a varied workload, prioritising tasks to meet strict deadlines, demonstrating a pro-active and flexible approach to supporting the client facing / investment teams- Develop a sound working knowledge of all systems and processes relevant to the business area- Ensure that all Core-Lite client accounts are set up accurately across all operating systems (where applicable)- Ensure that daily client cash transfers, including ISA subscriptions and journal payments are processed efficiently and effectively- Set up and maintain all client restrictions across all operating systems, adhering to controls- Deal with internal enquiries and calls and act as first point of contact when dealing with a centralised activity processes- Contribute to the management of the Client Service Support Administration team processes - ensure up to date process documentation is stored on SharePoint, and updates are ran on an efficient and timely basis- Produce centralised MI on client information from relevant systems on request and ability to manipulate data to present to required audience- Contribute to control improvement activity- Monitor and process queries within team mailboxes on a timely basis- Provide assistance on ad-hoc requests and abrdn wide projects as required, particularly around development of Wealth Hub- Ensure that the Risk Control self-assessment (RCSA) framework is fully employed across the team and that all measures and actions are adequate- Request and maintain Legal Entity Identifiers (LEI) for abrdn clients- A firm understanding of current AML regulations, ensuring procedures are read & fully adhered to.

- Monitor, understand and process client sanction (PEPs/international sanction list) and transactional checking as 1st line of defence for Anti-Financial Crime and support other AML activities as required


Core Knowledge- Relevant industry experience preferably within private client- Experience of Anti-Money Laundering regulation and ethical practices desirable- Obtained or currently studying a relevant professional qualification, such as IOC- Use of Microsoft Office Software packages e.g.

Word, Excel (intermediate/advanced), PowerPoint and SharePoint- Ability to create spreadsheets, Pivot tables and VLOOKUP- Knowledge of NICE Actimize Sanction and Transactional checking system is desirable

Core Skills- Accuracy and attention to detail- Decision making and judgement- Time-keeping and organisation- Strong communication and interpersonal skills- Eager and willing to add to knowledge base and skills

Our Benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.


When you join us, your reward will be one of the best around, including 40 days annual leave, a 16% employer pension contribution, private healthcare and a range of flexible benefits including gym discounts, season ticket loans and access to an employee discount site amongst many others.

You can read more about our benefits

here.

Our Inclusive Culture

We are committed to exploring the possibilities of working smarter. This means we'd like to hear from you, whatever way you like to work.

here.


We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.

We define diversity in its broadest sense - this includes but is not limited to ou

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