Client Services Administrator, Investment Management, EC2

1 month ago


Central London, United Kingdom Aldrich & Company Limited Full time

Client Services Administrator, Investment Management, EC2

£45,000 + benefits 

Ref: 927350

Are you an Investment Administrator, with several years’ experience relating to all client admin?

Do you like dealing with clients, making a difference and love using your organisational skills? 

Do you want to be valued? Use your initiative? Take ownership of the administration and organisation?

If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.

*  In-office Monday – Friday  *

What you’ll be doing day-to-day:

  • Supporting Investment Management team and their clients
  • Liaising with dealers and brokers  
  • Preparing correspondence and meeting reports
  • Using CRM software
  • Processing investor applications and coordinating investor processes, including KYC
  • Responding to client queries and attending meetings with clients
  • Managing multiple appointments within a shared diary
  • Keeping files up to date
  • Keeping up to date on compliance and regulation
  • Arranging events, lunches and meetings
  • Attending client and compliance briefings
  • Hours 8.30 – 5 and 5 days a week in the office

The skills you need to bring:

  • Experience in financial services
  • Strong MS Office and CRM skills
  • An understanding and interest in Financial Services
  • Superb client facing skills
  • Confident communication skills
  • Hard-working attitude


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