Job Description

What is the opportunity?We have an exciting opportunity for a Wealth and Investments Client Administrative Services Associate to join our Chief Administration Office in Newcastle.You'll be a key point of contact for both clients and our client-facing teams, focusing on core client maintenance activities that support the full client lifecycle. Working in partnership with colleagues across Compliance, Risk, Tax, and Operations, you'll deliver good client outcomes with a focus on consumer support and Consumer Duty.This is a permanent, full-time role and requires 4 days in the office at our Newcastle office.What will you do?

Carry out client call backs and direct client emails relating to change of bank details, W8-BEN form queries, and regulatory requirements

Support the central client reallocation process for client portfolio leavers across the branch network, liaising with client-facing teams, operations, and IT

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