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Client Support Specialist

1 month ago


London, Greater London, United Kingdom Aldrich & Company Limited Full time

About the Role:

Aldrich & Company Limited is seeking a highly organized and detail-oriented Client Administration Assistant to join their team. As a key member of the support team, you will be responsible for providing exceptional client service and administrative support to the Investment Management team and their clients.

Key Responsibilities:

  • Support the Investment Management team and their clients with administrative tasks, including preparing correspondence and meeting reports.
  • Liaise with dealers and brokers to ensure seamless communication and coordination.
  • Process investor applications and coordinate investor processes, including KYC.
  • Respond to client queries and attend meetings with clients.
  • Manage multiple appointments within a shared diary and keep files up to date.
  • Stay up to date on compliance and regulation.
  • Arrange events, lunches, and meetings as required.
  • Attend client and compliance briefings.

Requirements:

  • Experience in financial services or a related field.
  • Excellent client-facing skills and confident communication skills.
  • Hard-working attitude and strong MS Office skills.

What We Offer:

Aldrich & Company Limited offers a competitive salary and benefits package, as well as opportunities for professional growth and development.