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Client Service Administrator

  • Permanent

Job Title: Client Service Administrator

Location: London

Role Overview:

William Rose Associates are working alongside a highly regarded Wealth Management Firm based in London which is looking for a Client Services Administrator, to join the firm.

  • Opening of client accounts
  • Dealing with a variety of client queries
  • Updating of static data on internal systems
  • Collating due diligence documentation
  • Keeping records of payments, journals and stock transfers
  • Providing clients with online access
  • Creation of client correspondence, when necessary
  • Remediation project work
  • 2 Years’ experience in Financial Services, preferably in Wealth Management
  • Hard working
  • Excellent administration and interpersonal skills
  • Capability to work under pressure in order to meet deadlines
  • Impeccable attention to detail
  • Proficiency in Microsoft Office, particularly Word and Excel
  • Ability to work individually and as part of a team
  • Knowledge of AML & Due Diligence


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William Rose Associates
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