Senior Client Services Coordinator

1 week ago


London, Greater London, United Kingdom Taylor James Resourcing Full time

Taylor James Resourcing seeks an accomplished Senior Client Services Administrator to work closely with Investment Managers in the Private Client team. This is a unique opportunity to deliver high-quality client service while suggesting improvements to working practices.

Job Description
  • The ideal candidate will have a sound technical understanding of Client take-on within an Asset Management environment.
  • Responsibilities include working closely with Investment Managers, arranging for account openings, and maintaining direct contact with clients.
  • Ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub-accounts, and record keeping is a critical aspect of this role.
  • Collaboration with third parties regarding custodial matters and/or opening derivative and FFX accounts is also necessary.
Required Skills and Qualifications
  • Strong knowledge of investment instruments, securities, corporate actions, and capital gains tax rules and computations is required.
  • Ability to provide guidance and training to new and junior members of the team is essential.
  • Familiarity with systems administration of client data on internal and external systems is necessary.

Estimated Salary: £45,000 - £55,000 per annum. A competitive salary package reflecting experience and qualifications will be offered to the successful candidate.



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