Senior Client Administrator
6 months ago
Our client is a leading Boutique Asset Management firm, renowned for their culture. Due to continued success, they are now seeking a skilled **Senior Client Administrator** to join their dedicated team on a permanent basis.
Reporting directly to the Head of Client Services, the **Senior Client Administrator** will take on the following dynamic **responsibilities**:
- Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.
- Maintain existing client accounts, conducting periodic AML reviews and managing agreements and sub-accounts.
- Coordinate with third parties on custodial matters and derivative/FFX account openings.
- Cultivate ongoing client relationships where suitable.
- Handle client queries comprehensively, including reporting, cash transactions, custody, and transitions.
- Proficient in client onboarding procedures, with expertise in KYC/AML/CFT regulations, MIFID, EU Directives, and global tax reporting.
- Minimum of 2 years’ experience in a similar role, demonstrating sound knowledge of asset management company structures.
- Preferred experience in private client portfolio administration and relevant industry qualifications such as IOC.
This presents a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Asset Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.
If your experience resonates with the outlined criteria, please submit your CV for consideration.
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Senior Associate Client Administrator
4 weeks ago
London, Greater London, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Administrator to join our team at Evelyn Partners.Key ResponsibilitiesProvide administrative support to Financial Planners, ensuring excellent client outcomes.Build relationships with clients and maintain regular contact.Maintain back-office systems and client records in line with the...
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Client Services Administrator
6 months ago
London, United Kingdom Sweet Finance Investment Ltd Full timeClient Services Administrator (Remote) Requires an experienced Client Services Administrator to perform administrative duties to assist with the daily operations of the business development team. **Skills Required**: - Excellent inter-personal and communication skills - Sales / Business Development / Consultancy Administration background - The ability to...
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Senior Cloud Architect
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London, Greater London, United Kingdom Client Server Full timeWe are seeking an experienced Senior Cloud Architect with expertise in Linux automation to join our team at Client Server, a growing software consultancy based in the UK and Spain.As a Senior Cloud Architect, you will be responsible for designing and implementing highly scalable cloud infrastructure on Linux using OpenStack, Ansible, and Kubernetes. You will...
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Client Administrator
1 month ago
London, United Kingdom City Recruitment Associates Full timeHybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefitsIdeal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. SummaryPrestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all...
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Client Administrator
1 month ago
London, United Kingdom City Recruitment Associates Full timeHybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefitsIdeal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. SummaryPrestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all...
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Client Administrator
4 weeks ago
London, United Kingdom City Recruitment Associates Full timeHybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefitsIdeal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. SummaryPrestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all...
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Client Administrator
4 weeks ago
London, United Kingdom City Recruitment Associates Full time €26,000 - €28,000Hybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefits Ideal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. Summary Prestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake...
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Client Administrator
1 month ago
London, United Kingdom City Recruitment Associates Full timeHybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefitsIdeal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. SummaryPrestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all...
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Client Administrator
4 weeks ago
London, United Kingdom City Recruitment Associates Full timeJob Description Hybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefits Ideal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services. Summary Prestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment.The Senior Financial Planning Administrator...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment.The Senior Financial Planning Administrator...
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Client Administrator
6 months ago
London, United Kingdom Forsters Full timeForsters is a Central London-based law firm which delivers exceptional legal results to its clients who are principally from the real estate and private wealth sectors. Whatever our client's objectives, we take a collaborative approach to find solutions tailored to the client's specific needs. We believe our engaged and friendly manner, combined with the...
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Senior Administrator
3 weeks ago
London, United Kingdom CV-Library Full timeSenior Administrator Fixed Term Contract (6-12 months with a potential to go perm) St Katherine Docks - hybrid £35-45k Are you a highly organised and detail-oriented individual with excellent communication skills? Do you enjoy working collaboratively as part of a team and thrive in a fast-paced environment? Our client, a leading organisation in...
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Senior Associate Client Administration
5 months ago
London, United Kingdom Evelyn Partners Full timeCompany Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...
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Client Services Administrator
6 months ago
London, United Kingdom Nuffield Health Full timeHEAD OFFICE Client Services Administrator **Client Services Administrator** **Bank of England London (Corporate) | Full Time | 40 hours** **Permanent | Up to £27,425.67, depending on experience** **Purpose of the Role**: As a Client Services Administrator in our Wellbeing Centre, located in one of our prestigious corporate premises in the Bank of...
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Client Services Administrator
6 months ago
London, United Kingdom Morrinson Wealth Full timeMorrinson Wealth is committed to operating in line with the principles of a responsible business for its clients, people and relationships with the wider industry partners. We are delighted to be accredited by the Good Business Charter demonstrating the 10 areas of responsible business for a fairer, ethical and positive culture. The purpose at Morrinson...
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Client Services Administrator
6 months ago
London, United Kingdom Helen Bamber Foundation Full timeThe Role This is an exciting opportunity to join the Client Services Team which operates within HBF’s vibrant, multi-disciplinary team. The duties of Client Services Administrator are two-fold 1) is to host our busy reception area and friendly waiting room; welcome clients and visiting professionals to the Helen Bamber Foundation and attend to any...
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Senior Administrator
4 weeks ago
London, United Kingdom St. James’s Place Full time €45,000Senior Administrator Location: Central London / Hybrid Salary: Up to £45,000 + excellent benefits and bonus Hours: Full time An excellent opportunity has arisen for a professional and experienced Senior Administrator to work in central London for a highly successful Partner Practice of St. James’s Place Wealth Management plc. You will be part of a...
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Client Services Administrator
3 days ago
London, UK, United Kingdom Nuffield Health Full timeAs a Client Services Administrator in our Wellbeing Centre, located in one of our prestigious corporate premises in the Bank of England in London, the role holder will be required to provide a professional reception and back office service for the Wellbeing Centre: managing queries in an efficient and timely manner for both medical clients and gym...
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Senior Administrator
5 months ago
London, United Kingdom Financial Divisions (City) LLP Full timeMy client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern. You will be supporting Directors/Advisers with administration across pensions, investments,...