Overview

A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department.

Hybrid role: 3 days in the office and 2 from home.

Role details

Date: 24 Apr 2024
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £50,000 - £65,000 per annum
Email:
Ref: DB

Responsibilities

• Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process
• Ensure the ongoing maintenance of ex...