Wealth Management Administrator
1 week ago
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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