Client Administrator

Overview

In this role you provide full administrative support to Investment Managers, ensuring client satisfaction while adhering to regulatory standards. You will maintain client records, coordinate with internal and external teams, and support onboarding and ongoing client interactions. The position sits within a client-focused wealth management environment that emphasizes compliant, efficient operations. You’ll work closely with cross-functional colleagues to enable high-quality advice delivery and scalable processes.

Pay / Benefits

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

Responsibilities

• Collaborate with Investment Managers to deliver strong client outcomes
• Maintain client relationships with regular contact
• Keep back-office systems and client records updated per policy
• Coordinate with policy providers and operational teams on activities (transfers, corporate actions, static data changes)
• Prepare meeting packs and valuations as needed
• Assist in preparing pitches and presentations for new business
• Process cash transfers, FX transactions and monitor client account balances
• Follow required processes and manage pipeline, including new accounts and AML documentation
• Identify risks, breaches or errors and ensure corrective actions are logged
• Encourage use of client portals and digital tools, providing guidance when needed
• Share best practices with colleagues

Key requirements

• Proven experience in financial services, preferably wealth management
• Strong client service ethic
• Ability to work under pressure and prioritise tasks
• Excellent written and verbal communication and organisational skills
• Ability to use judgment to propose solutions to problems

• Client-centric mindset
• Effective communication
• Organisational skills
• Experience with back-office systems and client records
• AML documentation handling
• Knowledge of cash transfers and foreign exchange processes

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