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Senior Customer Administrator
2 weeks ago
A Wealth and Asset Management company based in the
Operations Assistant – Insurance . Our client is a Global commerce and technology firm,
FINANCIAL MARKETS
Type:
Permanent
Ref:
DB A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department.
It's a hybrid role, 3 days in the office and 2 from home.Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process
Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts and record keeping.
Systems administration of client data on internal and external systems
Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients
Provide assistance and offer guidance or training for new and junior members of the team and other areas of the business when required
Provide efficient and timely support to Investment Managers
Providing support and cover to the Client Administration Team
Sound technical knowledge and experience of Client take on within an Asset Managment environment.
Strong knowledge of the structure and organisation of Asset Management companies
Knowledge of Investment instruments, securities, corporate actions and capital gains tax rules and computations
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