Client Services Administrator
1 month 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.
-
Client Services Administrator
1 month ago
London, Greater London, United Kingdom Allica Bank Full timeAbout Allica BankAllica Bank is a leading financial institution that provides innovative banking solutions to established SMEs. Our purpose is to help these businesses thrive by offering tailored financial products and services.Job SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team. As a key member of...
-
Client Services Administrator
1 month ago
London, Greater London, United Kingdom Allica Bank Full timeAbout Allica BankAllica Bank is a leading financial institution that provides innovative banking solutions to established SMEs. Our purpose is to help these businesses thrive by offering tailored financial products and services.Job SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team. As a key member of...
-
Client Services Administrator
1 week ago
London, Greater London, United Kingdom Fitch Group, Inc. Full timeAbout the Role:Fitch Group, Inc. is seeking a Client Services Administrator to join our team in London. As a Client Services Administrator, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met, and providing a world-class experience.Key Responsibilities:Administer delegate registrations for training courses...
-
Senior Client Servicing Administrator
4 weeks ago
London, Greater London, United Kingdom enable recruitment | B Corp™ Full time £27,000Unlock Your Potential as a Client Services AdministratorWe're seeking a highly organized and people-focused individual to join our team as a Client Services Administrator. As the first point of contact for incoming client calls, you'll play a vital role in delivering exceptional service and support to our clients.Key Responsibilities:Provide administrative...
-
Senior Client Servicing Administrator
4 weeks ago
London, Greater London, United Kingdom enable recruitment | B Corp™ Full time £27,000Unlock Your Potential as a Client Services AdministratorWe're seeking a highly organized and people-focused individual to join our team as a Client Services Administrator. As the first point of contact for incoming client calls, you'll play a vital role in delivering exceptional service and support to our clients.Key Responsibilities:Provide administrative...
-
Client Services Administrator
1 month 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...
-
Client Services Administrator
1 month 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...
-
Insurance Administrator
2 weeks ago
London, Greater London, United Kingdom Accoravillage Full time{"h1":{"text":"Administrator - Private Client Services"}}, We are seeking a highly organized and detail-oriented Administrator to join our Private Client Services team. As an Administrator, you will be responsible for providing exceptional administrative support to our high-net-worth clients, ensuring smooth operations, and maintaining accurate client...
-
Insurance Administrator
2 weeks ago
London, Greater London, United Kingdom Accoravillage Full time{"h1":{"text":"Administrator - Private Client Services"}}, We are seeking a highly organized and detail-oriented Administrator to join our Private Client Services team. As an Administrator, you will be responsible for providing exceptional administrative support to our high-net-worth clients, ensuring smooth operations, and maintaining accurate client...
-
Senior Client Services Administrator
2 weeks ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeA leading Wealth and Asset Management company based in the City of London is seeking an experienced Senior Client Services Administrator to join their Private Client team. The successful candidate will work closely with Investment Managers to deliver high-quality client service and suggest improvements to working practices.Key ResponsibilitiesDevelop and...
-
Client Administrator
1 week ago
London, Greater London, United Kingdom Law Support Full timeAt Law Support, we are seeking a skilled Client Administrator to join our Client Administration team on a permanent basis. The primary focus of this role will be to take ownership of the day-to-day processing of compliance and billing administration tasks on client matters.The Client Administration team assists with matters across all of the firm's legal...
-
Client Administrator
1 week ago
London, Greater London, United Kingdom Law Support Full timeJob Summary: We are seeking a highly organized and detail-oriented Client Administrator to join our Client Administration team at our medium-sized law firm. The successful candidate will be responsible for managing the Client Inception Module (CIM), liaising with Executive Assistants, Legal Secretaries, and fee earners to ensure compliance and billing...
-
Automotive Service Technician
4 weeks 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...
-
Automotive Service Technician
4 weeks 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...
-
Client Administrator
2 weeks ago
London, Greater London, United Kingdom Birchrose Associates Full timeJob Title: Client AdministratorWe are seeking a highly organized and detail-oriented Client Administrator to join our team at Birchrose Associates. As a Client Administrator, you will play a critical role in ensuring the smooth operation of our client's compliance and billing administration.Key Responsibilities:Manage client compliance documents and ensure...
-
Client Administrator
2 weeks ago
London, Greater London, United Kingdom Birchrose Associates Full timeJob Title: Client AdministratorWe are seeking a highly organized and detail-oriented Client Administrator to join our team at Birchrose Associates. As a Client Administrator, you will play a critical role in ensuring the smooth operation of our client's compliance and billing administration.Key Responsibilities:Manage client compliance documents and ensure...
-
Senior Client Services Administrator
2 weeks ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeSenior Analyst RoleA leading Wealth and Asset Management company based in the City of London is seeking an experienced Senior Analyst to work closely with Investment Managers in the Private Client team. The successful candidate will be responsible for delivering high-quality client service, suggesting improvements to working practices, and providing...
-
Senior Client Services Administrator
2 weeks ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeSenior Analyst RoleA leading Wealth and Asset Management company based in the City of London is seeking an experienced Senior Analyst to work closely with Investment Managers in the Private Client team. The successful candidate will be responsible for delivering high-quality client service, suggesting improvements to working practices, and providing...
-
Automotive Service Technician
1 month 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...
-
Automotive Service Technician
1 month 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...
