Client Services Administrator
- Permanent
William Rose Associates are actively partnering with a Wealth Management firm based in London which is looking for someone with account opening experience from a Wealth Management background, to join it's Client Services team.
ESSENTIAL SKILLS | Client Service Administrator
- 2 Years’ experience in Financial Services, preferably in Wealth Management
- Account opening experience
- Awareness of anti-money laundering and know your client/due diligence requirements
- Excellent administration and interpersonal skills
- Capability to work under pressure in order to meet deadlines
- Proficiency in Microsoft Office, particularly Word and Excel
- Ability to work individually and as part of a team
DESIRABLE SKILLS | Client Service Administrator
- Exceptional organisational skills, demonstrating flexibility in managing multiple priorities and adjusting workload to meet changing deadlines
- Strong interpersonal abilities, capable of clear communication across all organisational levels
- Meticulous approach to work, with a keen eye for specifics
- Adept problem-solver, showcasing independent critical thinking and solution-finding capabilities
- Self-motivated learner with a passion for continuous professional development
- Curious mindset coupled with strong analytical abilities
- Proficient in digital tools, particularly experienced with core productivity software suites
OVERVIEW | Client Service Administrator
Seeking a meticulous professional for a Client Services Administrator position at an expanding financial services company in London. The ideal candidate will be part of a crucial support team, enabling investment professionals to maintain strong client relationships. This role is instrumental in the company's commitment to delivering exceptional services.
You'll contribute to a high-performing team that underpins the firm's client-focused operations and supports its growth trajectory. This opportunity is perfect for those aiming to make a meaningful impact in a dynamic financial services setting.
- 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
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