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    Private Client Senior Administrator - London, United Kingdom - Taylor James Resourcing

    Taylor James Resourcing
    Taylor James Resourcing London, United Kingdom

    3 weeks ago

    Default job background
    £38,000
    Description

    Quick Registration First Name * Last Name * e-mail * Phone * Sector Location

    A Wealth and Asset Management company based in the

    Operations Assistant – Insurance . to £38,000This

    We are looking for a Futures Clearings Operations Specialist.You

    Our client is a Global commerce and technology firm,

    Date: 24 Apr 2024
    Sector: FINANCIAL MARKETS
    Type: Permanent
    Location: London
    Salary: £ per annum
    Email:
    Ref: DB

    A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department.

    It's a hybrid role, 3 days in the office and 2 from home.

    Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process

    Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts and record keeping.

    Liaise with third parties in relation to custodial matters and/or the opening of derivative and FFX accounts.

    Develop an ongoing relationship with the clients where appropriate,

    Systems administration of client data on internal and external systems

    Dealing with client queries, including; reporting queries, cash transactions, custody arrangements, transitions

    Liaise with third party consultants/audit firms to coordinate client requirements and provide information when requested

    Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients

    Provide assistance and offer guidance or training for new and junior members of the team and other areas of the business when required

    Provide efficient and timely support to Investment Managers

    Providing support and cover to the Client Administration Team

    Attend client meetings when required

    Person Specification

    Sound technical knowledge and experience of Client take on within an Asset Managment environment.

    Minimum 2 years' experience in a similar role

    Strong knowledge of the structure and organisation of Asset Management companies

    Excellent organisational skills, and the ability to work unsupervised and be self-motivated

    Ability to prioritise work to meet deadlines and multi-task

    Strong communication skills both written and verbal

    Confident and able to deal directly with clients and colleagues at all levels

    Numerical, analytical and PC skills essential

    Working knowledge of the appropriate investment parameters and fee arrangements for discretionary managed portfolios

    Knowledge of Investment instruments, securities, corporate actions and capital gains tax rules and computations

    Relevant industry qualifications such as IOC.

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