Current jobs related to Client Services Administrator - London, UK - William Rose Associates

  • Client Service Administration Assistant

    4 weeks ago

    London, UK, United Kingdom Satis Wealth Management Full time

    Satis Wealth Management are Chartered Financial Advisers, regulated by the Financial Conduct Authority and accredited by the Centre for Fiduciary Excellence. Both our independent status and our commitment to fiduciary excellence are at the core of all our services as we aim to provide a simple and enjoyable experience to our clients which results in a...

  • Clients & Markets Administrator

    2 months ago

    London,, UK, United Kingdom Crowe UK Full time

    About CroweCrowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140 countries and across more than 800 offices globally.Our vision is to be recognised as essential to...

  • Client Service Associate

    2 months ago

    London, UK, United Kingdom Jigsaw Financial Full time

    Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and initiatives that continually improve the service to advisers. Job Responsibilities Portfolio...

  • Client Onboarding Analyst

    2 weeks ago

    London,, UK, United Kingdom JJ SEARCH LIMITED Full time

    The Client Our client is a UK Private Bank with International exposure in varied activities in banking, financial planning, and investment management. The Role THIS ROLE REQUIRES A FLUENT GREEK SPEAKERThe Client Onboarding Analyst / Client Services will be assisting the Client Relationship Officers with client-related administration for client migration and...

  • Financial Services Administrator

    2 months ago

    London,, UK, United Kingdom Quilter Financial Planning Full time

    We are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...

  • Client Services Administrator

    5 days ago

    London,, UK, United Kingdom Allica Bank Full time

    About Allica bank Allica is the UK’s fastest growing company - and the fastest-growing financial technology (fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in fintech. Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely...

  • Client Administration Team Assistant

    5 days ago

    London,, UK, United Kingdom Allegis Global Solutions Full time

    Client: Global Banking IndustryContract duration: 1 yearLocation: London, UKHybrid Working ModelContract Start Date: ASAP£230 PAYE Inside IR35DescriptionDepartment/Job Overview:Working within the ARM team supporting an experienced, senior ARM with their workload and relationship manager client books. Key Responsibilities:Handling inquiries from clients and...

  • Swedish speaking Client Service Coordinator

    1 month ago

    London,, UK, United Kingdom Language Matters Recruitment Consultants Ltd Full time

    Job Reference: MD 24855Job Title: Swedish speaking Client Service Coordinator (Finance)Job Type: PermanentLocation: LondonSalary: £35,000 per annum + bonusA Swedish speaker is urgently needed for a financial services company to support their growing multilingual Sales Team. You will be based in a stunning office in Canary Wharf, London providing your...

  • Client Service Executive

    2 months ago

    London, UK, United Kingdom Jupiter Asset Management Ltd Full time

    The Value of Active Minds About Jupiter Jupiter is one of the UK's leading investment management companies with over 500 employees and £52.6 billion worth of assets under management (as at 29th March 2024). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and...

  • Listed Derivatives Client Service Associate

    4 weeks ago

    London, UK, United Kingdom Alexander Mann Solutions Full time

    Our investment banking client has been present in the UK for more than 150 years, they're a long-term partner to British business. Today, the Group is formed of 10 divisions and employs 9,300 staff based in 21 core locations right across the country. Their role is simply stated: help clients achieve their goals by combining local know-how and global...

  • Client Service Manager

    1 month ago

    London, UK, United Kingdom Transact Full time

    Job Description We are currently recruiting an exciting opportunity on our direct client team. You will be responsible for managing relationships with our direct clients whilst processing their portfolio instructions within agreed timescales. You will be a Vulnerable Client Champion and will demonstrate a passion for providing market-leading customer...

  • Client Services Lead

    2 weeks ago

    London,, UK, United Kingdom Hanson Lee Full time

    Our client, a market leading MGU, is looking for a Client Services Lead. Reporting to the Head of Operations, as Client Services Lead you will be responsible for supporting a portfolio of Clients by leading the analysis of business Operations requirements, determination of appropriate processes, tools and approaches, and the application of standards and best...

  • Operations Administrator

    2 months ago

    London, UK, United Kingdom Quilter Full time

    What the Hiring Manager Says Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly...

  • Client Services Consultant

    3 months ago

    London,, UK, United Kingdom Magnit Full time

    About the Role:The Client Service Consultant (CSC) is responsible for the efficient delivery of Magnit’s MSP services to our clients. Working to a hybrid arrangement (from home and client onsite West London) this position will work closely with vendors, client hiring managers, and Magnit’s cross-functional teams, utilizing our award-winning software to...

  • Client Services Manager

    4 days ago

    London,, UK, United Kingdom SPS Full time

    An exciting opportunity has arisen in our Client Relations team, if you are someone who enjoys nurturing relationships and working towards continued company growth, then please apply! Job Purpose:Acting as the primary daily client contact for SPS the Client Services Manager (CSM) is responsible for managing all service operations at our client’s site...

  • Private Client Solicitor

    2 weeks ago

    London , London, UK, United Kingdom Law Staff Legal Recruitment Ltd Full time

    Position Title: Private Client Solicitor (NQ-6 Year PQE) Location: Central London Salary: Competitive + Benifits Reference: BH- 36834 Work Type: Full-time (Hybrid working available) About The Firm: My Legal 500 client is a highly regarded law firm based in Central London, offering specialist services across various legal disciplines. With modern offices...

  • Customer Service and Sales Administration

    3 weeks ago

    London, UK, UK, United Kingdom Kafea Terra UK Full time

    Role OverviewKafea Terra UK is seeking a dynamic and personable individual with a can-do attitude to join our team as a Customer Service and Sales Administrator. You will provide daily support to our customers and play a key role in our sales operations. This position requires excellent communication and relationship skills as you will be the voice of our...

  • Service Desk Administrator

    2 weeks ago

    London,, UK, United Kingdom Liberty Towers Full time

    Operations and Service Desk Administrator (Graduate opportunity)Our client is an IT services company that specialises in delivering cloud communication solutions, particularly focused on the mid-market. Their services include cybersecurity, network optimisation, and unified communication solutions (UCaaS). They help businesses integrate modern technologies...

  • Client Services Executive

    2 weeks ago

    London,, UK, United Kingdom Miroma Group Full time

    Miroma International is a communications collective offering ideation, creation and distribution services. With challenger thinking, creativity and innovation at our core, we deliver the right outcomes for every client.We are looking for a Client Services Executive to become a pivotal part of our programmatic trading desk – Attentive – helping our...

  • Private Client Paralegal

    2 weeks ago

    London , London, UK, United Kingdom Law Staff Legal Recruitment Ltd Full time

    Are you an experienced Private Client Paralegal seeking a new challenge with a leading Legal 500 Firm? Our client is seeking a Wills and Probate Paralegal with 18 months to 2 years of experience to support a highly skilled Wills and Probate Solicitor. This is a fantastic opportunity to gain valuable experience at a well-respected firm that represents a...

Client Services Administrator

3 months ago

London, UK, United Kingdom William Rose Associates Full time

William Rose Associates is working alongside a highly regarded Wealth Management Firm based in London which is looking for an Administrator to join the Client Service team within the firm.


Key Responsibilities:

  • Maintain accurate client data for cash and assets
  • Process client onboarding, account closures, and service changes
  • Assist with quarterly fee calculations and portfolio valuations
  • Perform regular control tasks and database management
  • Ensure compliance with FCA regulations and company policies


Ideal Candidate Profile:

  • Proven experience in client data processing within financial services
  • Knowledge of FCA Regulations and Market Practice for Private Clients
  • Strong attention to detail and ability to work under pressure
  • Excellent communication skills and client service orientation
  • Proficiency in MS Excel and database management


Qualifications:

  • Minimum A-level education (Grade C or above in GCSE English and Maths)
  • Graduate degree preferred
  • IOC equivalent CISI qualification or willingness to pursue it


Desirable Skills:

  • Experience with client regulatory reporting
  • Knowledge of Portfolio Management Fee calculations
  • Familiarity with AML requirements and client onboarding processes