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Client Services Administrator
3 months ago
Key Responsibilities
- Facilitating the onboarding of new clients
- Providing ongoing support to clients
- Coordinating activities with third-party administrators and counterparties
- Executing various administrative tasks, including managing incoming correspondence
- Overseeing the receipt of financial assets and cash, along with necessary reconciliations
- Updating and maintaining client files
- Handling transactions involving client funds
Required Experience & Qualifications
- Proven experience in client services or administration within the investment management, wealth advisory, or client-facing sectors
- A collaborative team member with a proactive and outcome-focused mindset
- Exceptional verbal and written communication abilities
- Strong organizational capabilities
Important Note: Due to the high volume of applications, we regret that we are unable to provide feedback to all candidates; only those selected for further consideration will be contacted.
