Client Administrator - Liverpool, United Kingdom - MCS Group

MCS Group

Verified Company

Liverpool, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

MCS Group are proud to be partnering with a leading modern wealth management firm who are seeking to recruit a Client Administrator for their successful team.

The Client
My client is is the UK's leading integrated wealth management and professional services group.

They strive to provide the best solutions and customer service to their clients and rank as one of the top UK wealth managers measured by revenues and the sixth-largestprofessional services firm ranked by fee income A top firm who have an exciting opportunity for a Client Administrator to join the team.

The Role
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction
through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities_
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Maintain backoffice systems and client records in line with the company policies.
Request policy information from third party policy providers if applicable.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only).
Process all business in accordance with required processes & proactive pipeline management, to include establishing new

- accounts on internal systems and collating AML documentation as required.

Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practices with colleagues.

The Person

Investment administration experience (1 year +) OR Proven experience working in the financial services industry (2 to 5 years' experience.)
A strong ethic of client service.
Excellent standard of education, ideally degree qualified but not essential.
Interested in further development through additional qualifications.
To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group on or send an updated CV via the link provided._
All conversations will be treated in the strictest of confidence._