Client Administrator

3 weeks ago


London, Greater London, United Kingdom City Recruitment Associates Full time

Job Title: Administration & Customer Advisor - Hybrid Working

About the Role:

This prestigious Private Wealth Manager is seeking an experienced Client Administrator to work alongside members of the Administration Team. The ideal candidate will have at least one year of experience in a similar role, a minimum of 3 A-Levels, and excellent communication and numeracy skills.

Key Responsibilities:

  • Undertake all aspects of client administration, including client record creation, maintenance, and storage.
  • Perform daily, weekly, monthly, quarterly, and ad hoc tasks as allocated by the Manager of the Client Administration Team.
  • Review and approve payment requests, and maintain client forms.
  • Liaise with all departments within the business, including Compliance, Paraplanning, Operations, and Accounts.
  • Participate in the development and implementation of best practice procedures.

Requirements:

  • At least one year's experience in a similar role.
  • A minimum of 3 A-Levels (Grades A-C).
  • Excellent communication and numeracy skills.
  • Ability to work to deadlines and maintain attention to detail.

Working for City Recruitment Associates:

Our client offers a competitive salary, bonus, and benefits package, as well as opportunities for professional development and growth.


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