Client Administrator - Manchester, United Kingdom - Page Personnel - UK

Page Personnel - UK

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Administrator

Investment management

About Our Client:

The firm is a leader in investment and asset management services, with over £60bn worth of assets under management, and takes an ethical view on sustainability, offering employees a great working environment with a focus health and well-being as well as training and development opportunities.

As Client Administrator you will support those in front office such as Investment Managers and Financial Planners, with day to day duties including:

Ensuring client records and systems are up to date, carrying out necessary data cleanses on the system
Regular monitoring of these records and ensure they are aligned with relevant legislation
Processing client letters of authority to providers, reviewing plan information and getting missing information in a timely manner
Working closely with Investment Managers and Financial Planners to update on data collection and to deliver an excellent client service
Preparation of meeting packs and valuations
Supporting with preparation of new business pitches and presentations
Working with other teams in operations on support in areas such as transfers, corporate actions, static data and others

The Successful Applicant: