Client Service Administrator

Overview:
An excellent opportunity for a Client Services administrator to join a rapidly growing financial services firm based in Marylebone Road. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.

Responsibilities:

• Opening of client accounts
• Dealing with a variety of client queries
• Updating of static data on internal systems
• Collating due diligence documentation
• Keeping records of payments, journals and stock transfers
• Providing clients with online access
• Creation of client correspondence, when necessary
• Remediation project work

Qualifications:

• 2 Years’ experience in Financial Services, preferably in Wealth Management
• Hard working
• Excellent administration and interpersonal skills
• Capability to work under pressure in order to meet deadlines
• Impeccable attention to detail
• Proficiency in Microsoft Office, particularly Word and Excel
• Ability to work individually and as part of a team
• Knowledge of AML & Due Diligence

Job Types: Full-time, Permanent

Pay: £28,000.00-£32,000.00 per year

Benefits:

• Company events
• Company pension
• Work from home

Application question(s):

• Do you have knowledge of AML and Due diligence?

Experience:

• Financial services: 2 years (required)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in London, EC2M 4YJ