Client Administrator

Overview

In this role you provide full administrative support to Investment Managers, ensuring high-quality client service and adherence to regulatory standards. You will maintain client relationships, manage back-office records, and assist with meetings, pitches, and transactions. You collaborate with operations and leverage digital tools to support client outcomes and risk controls. The position sits within a finance function and contributes to delivering expert financial guidance with strong governance.

Pay / Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package

Responsibilities

• Collaborate closely with Investment Managers to deliver excellent client outcomes
• Build and maintain relationships with clients with regular contact
• Maintain back-office systems and client records per policy
• Request policy information from third-party providers when applicable
• Coordinate with operations on activities like scripts, transfers, corporate actions, and data changes
• Prepare meeting packs and valuations; assist with new business pitches and presentations
• Handle cash transfers, FX transactions, and monitor client account balances
• Process business in line with required processes and manage AML documentation and new account setup
• Identify and report risks, breaches, or errors with documented mitigations and controls
• Encourage the use of client portals and digital tools and provide guidance
• Collaborate and share best practices with colleagues

Key requirements

• Experience in the financial services industry
• Strong client service ethic
• Ability to work under pressure and prioritise tasks
• Excellent written and verbal communication and organisational skills
• Good judgement and problem-solving abilities
• Degree-qualified preferred but not essential

• Client-focused
• Strong communicator
• Organised and prioritised
• Back-office systems
• AML documentation handling
• Digital tools and client portals

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