Client Services Administrator
3 days ago
We are seeking an experienced Client Services Administrator to join our Wealth and Asset Management firm in London. This role involves working closely with Investment Managers to deliver high-quality client service to Charity clients, as well as suggesting improvements to the working practices of the wider Client Administration department.
Key Responsibilities:- Work closely with Investment Managers to discuss client requirements, arrange for account opening, liaise with other internal teams and third parties, and maintain direct contact with the client or their representatives throughout the process.
- Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub-accounts, and record keeping.
- Liaise with third parties regarding custodial matters and/or the opening of derivative and FFX accounts.
- Systems administration of client data on internal and external systems.
- Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients.
- Provide assistance and offer guidance or training for new and junior members of the team and other areas of the business when required.
- Provide efficient and timely support to Investment Managers.
- Provide support and cover to the Client Administration Team.
- Sound technical knowledge and experience of Client take-on within an Asset Management environment, with particular emphasis on Charity Portfolio Administration.
- A working understanding of Anti Money Laundering and Compliance requirements, MIFID and EU Directives, and Global Tax Reporting requirements (FATCA, CRS, etc.).
- Strong knowledge of the structure and organization of Asset Management companies.
- Knowledge of investment instruments, securities, corporate actions, and capital gains tax rules and computations.
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Client Services Administrator
1 month ago
London, Greater London, United Kingdom Meredith Brown Associates Full timeKey ResponsibilitiesFacilitating 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...
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Client Relations Administrator
1 month ago
London, Greater London, United Kingdom Bionic Services Ltd Full timeAbout Bionic Services LtdAt Bionic Services Ltd, our mission is to simplify the essential services for business owners. Through a combination of exceptional human service, innovative technology, and insightful data, our expert team is dedicated to connecting business owners with optimal solutions for their energy, connectivity, insurance, and financial...
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Client Relations Administrator
1 month ago
London, Greater London, United Kingdom Bionic Services Ltd Full timeAbout Bionic Services LtdAt Bionic Services Ltd, our mission is to simplify the essential services for business owners. Leveraging cutting-edge technology, expert human support, and comprehensive data analysis, we connect business owners with optimal solutions for their energy, connectivity, insurance, and financial needs.We aim to be the go-to resource for...
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Client Services Administrator
3 days ago
London, Greater London, United Kingdom Fitch Group, Inc. Full timeAbout the RoleFitch Group, Inc. is seeking a highly skilled Client Services Administrator to join our team in London. As a key member of our Client Services team, you will be responsible for delivering exceptional service to our clients and delegates.Key ResponsibilitiesAdminister delegate registrations for training courses and exams, ensuring timely and...
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Client Services Administrator
3 days ago
London, Greater London, United Kingdom Fitch Group, Inc. Full timeAbout the RoleFitch Group, Inc. is seeking a highly skilled Client Services Administrator to join our team in London. As a key member of our Client Services team, you will be responsible for delivering exceptional service to our clients and delegates.Key ResponsibilitiesAdminister delegate registrations for training courses and exams, ensuring timely and...
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Client Service Administration Assistant
3 weeks ago
London, Greater London, United Kingdom Satis Wealth Management Full timeAbout the RoleSatis Wealth Management is a leading provider of financial services, and we are seeking a highly organized and detail-oriented Client Service Administration Assistant to join our team.This is an excellent opportunity for someone looking to start their career in financial services, with the potential to progress to a full client service...
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Senior Client Services Administrator
1 month ago
London, Greater London, United Kingdom M&T Bank Full timeJob Title: GCM Client Administrator IIICompany: M&T BankLocation: RemoteOverview:Oversee the comprehensive administration and support of high net-worth client accounts, ensuring exceptional service delivery.Act as the main liaison for clients, addressing their needs and facilitating transactions to maintain optimal account management.Primary...
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Senior Client Services Administrator
1 month ago
London, Greater London, United Kingdom M&T Bank Full timeJob Title: GCM Client Administrator IIICompany: M&T BankLocation: Not specifiedOverview:Manage comprehensive aspects of trust or entity administration while providing exceptional service to affluent clients.Act as the main liaison for clients, ensuring their needs are met with professionalism and efficiency.Facilitate transactions and uphold effective...
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Private Client Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Private Client Administrator to join our team at Financial Divisions. As a Private Client Administrator, you will play a crucial role in providing exceptional quality technical and general administrative support to our Private Client Director and other members of our busy and successful team.Key...
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Private Client Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Private Client Administrator to join our team at Financial Divisions. As a Private Client Administrator, you will play a crucial role in providing exceptional quality technical and general administrative support to our Private Client Director and other members of our busy and successful team.Key...
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Private Client Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Private Client Administrator to join our team at Financial Divisions. As a Private Client Administrator, you will play a crucial role in providing exceptional quality technical and general administrative support to our Private Client Director and other members of our team.Key Responsibilities:Organising and...
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Private Client Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Private Client Administrator to join our team at Financial Divisions. As a Private Client Administrator, you will play a crucial role in providing exceptional quality technical and general administrative support to our Private Client Director and other members of our team.Key Responsibilities:Organising and...
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Administrative Assistant
3 weeks ago
London, Greater London, United Kingdom Aldrich & Co Full timeAbout the RoleWe are seeking a highly organized and client-focused individual to join our team as a Client Administration Assistant at Aldrich & Co. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and is looking to build a career in a prestigious financial services company.Key ResponsibilitiesSupport...
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Client Services Administrative Coordinator
1 month ago
London, Greater London, United Kingdom Department for Work and Pensions Full timePosition OverviewThe Department for Work and Pensions is seeking dedicated Administrative Officers to enhance our Universal Credit (UC) team.In this pivotal role, you will contribute significantly to the delivery of essential services for UK citizens. As part of a collaborative team, your efforts will help us provide outstanding customer service to those we...
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Administrative Assistant
3 weeks ago
London, Greater London, United Kingdom Satis Wealth Management Full timeAbout the RoleSatis Wealth Management is a leading financial services company, committed to providing exceptional client service and expertise. We are seeking a highly organized and detail-oriented Client Service Administration Assistant to join our team.Key ResponsibilitiesClient Data Management: Maintain and update client records in our CRM system,...
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Administrative Assistant
3 weeks ago
London, Greater London, United Kingdom Satis Wealth Management Full timeAbout the RoleSatis Wealth Management is a leading financial services company, committed to providing exceptional client service and expertise. We are seeking a highly organized and detail-oriented Client Service Administration Assistant to join our team.Key ResponsibilitiesClient Data Management: Maintain and update client records in our CRM system,...
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Automotive Service Technician
2 days ago
London, Greater London, United Kingdom O.T. Client Services Full timeAbout the RoleO.T. Client Services is seeking a skilled Automotive Service Technician to join our team at our brand-new garage in South West London. As a key player in our day-to-day operations, you will be responsible for providing exceptional customer service and top-tier vehicle care.Key ResponsibilitiesPerform routine maintenance and repairs on a diverse...
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Automotive Service Technician
2 days ago
London, Greater London, United Kingdom O.T. Client Services Full timeAbout the RoleO.T. Client Services is seeking a skilled Automotive Service Technician to join our team at our brand-new garage in South West London. As a key player in our day-to-day operations, you will be responsible for providing exceptional customer service and top-tier vehicle care.Key ResponsibilitiesPerform routine maintenance and repairs on a diverse...
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Automotive Service Technician
9 hours ago
London, Greater London, United Kingdom O.T. Client Services Full timeAbout the Role:O.T. Client Services is seeking a skilled Automotive Service Technician to join their team in South West London. This new garage is focused on providing exceptional customer service and top-tier vehicle care.Key Responsibilities:Perform routine maintenance and repairs on a diverse range of vehicles.Efficiently diagnose and resolve mechanical...
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Automotive Service Technician
6 hours ago
London, Greater London, United Kingdom O.T. Client Services Full timeAbout the Role:O.T. Client Services is seeking a skilled Automotive Service Technician to join their team in South West London. This new garage is focused on providing exceptional customer service and top-tier vehicle care.Key Responsibilities:Perform routine maintenance and repairs on a diverse range of vehicles.Efficiently diagnose and resolve mechanical...
