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Senior Client Servicing Administrator

4 months ago

Birmingham, United Kingdom Margetts Fund Management Ltd Full time

The Role You will act as a Customer Service Administrator as part of a team of 7.

Responding to queries via email, post and telephone.
§ Completing Anti-Money laundering checks as part of all customer due diligence, internal and external fraud controls.
§ Reception Duties, including welcoming guests, accepting post/packages and making drinks.
§ Office administration, including scanning documents.


Financial Services Experience (desired)
§ Professional attitude and appearance (working reception duties)
§ Computer literate; Excel, Word and Outlook
§ The company supports a policy of continued professional development and relevant qualifications.
The package includes, competitive salary, 25 days holiday (plus UK bank holidays), discretionary 15% bonuses, company employee-matched pension contributions (7.5%), death in service benefit, company social events and private healthcare.

Reporting to Client Services Manager.


We are a financial services business, specifically an investment manager and an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling over £9Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property.

An ACD is authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds).

The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody and valuing the assets held by funds in order to create buying and selling prices of the funds. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.