Wealth Management Administrator

1 week ago


London, Greater London, United Kingdom Taylor James Resourcing Full time
About the Role
Taylor James Resourcing is a leading recruitment agency specialising in finance and administration roles. We are currently seeking a senior client services administrator to join our team. As a senior client services administrator, you will be responsible for maintaining existing client relationships and administering client accounts.

Key Responsibilities:
  • Work closely with investment managers to discuss client requirements.
  • Arrange account openings and maintain existing client records.
  • Liaise with third parties for custodial matters.


Requirements:
  • Excellent communication and organisational skills.
  • Strong technical knowledge of client take-on.
  • Ability to work independently and as part of a team.


The estimated salary for this position is £38,000 - £45,000 per annum.

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