Asset Management Client Onboarding Administrator

Overview

In this role you will support Investment Managers in the Private Client team to deliver high-quality service to clients and drive improvements in the Client Administration area. You will manage onboarding and ongoing maintenance of client accounts, coordinate with internal teams and third parties, and stay in touch with clients throughout the process. You’ll handle enquiries, administer client data, and contribute to a seamless, regulatory-compliant client experience. This is a hybrid role that emphasizes relationship-building and practical process improvements in a growing wealth management firm.

Responsibilities

• Support from start to finish of the client onboarding process with Investment Managers
• Arrange account openings and coordinate with internal teams and third parties
• Maintain existing client accounts including AML reviews and record keeping
• Liaise with custodians and third parties regarding accounts and derivatives/FX
• Develop ongoing client relationships and provide systems-based data administration
• Manage client queries (reports, cash transactions, custody, transitions)
• Coordinate with external consultants/audit firms to fulfill client requirements
• Collaborate with colleagues to deliver high-level client service
• Provide guidance, training, and cover for junior team members
• Attend client meetings as required

Key requirements

• 2+ years of experience in a similar client-services/administration role in asset management
• Sound knowledge of client take-on processes in an asset management environment
• Understanding of asset management company structures
• Excellent organisational skills and ability to work unsupervised
• Strong written and verbal communication skills
• Confident in direct client and colleague interactions
• Numerical and analytical PC skills
• Knowledge of investment parameters and fee structures for discretionary portfolios
• Familiarity with investment instruments, corporate actions, and capital gains tax rules
• IOC or related industry qualifications

• strong communication
• self-motivation and initiative
• ability to prioritise and multi-task
• systems administration of client data
• AML review processes
• knowledge of investment parameters and fee arrangements

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