Client Support Administrator

We are working with an investment firm based in Manchester to recruit a Client Support Administrator to join their back-office function.

Client Details

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.

Description

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

• Preparing client meeting packs
• Producing regular client portfolio reviews
• 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
• GDPR maintenance
• Liaising with network providers to ensure all practice delivers service requirements
• 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

Profile

Please apply for this role if you are interested in working with one of the most reputable and recognised investment firms in the UK and beyond, and if you have experience and skills including:

• Administration experience in the financial services industry
• Strong focus on client and customer service
• Strong attention to detail and works to a high level of accuracy
• Ability to work under pressure and work to tight deadlines
• Good understanding of Excel

Job Offer

The Client Support Administrator role is offering:

• £25,000-30,000
• 25 days holiday
• Healthcare
• Company pension scheme
• Hybrid working
• Life assurance
• Salary sacrifice scheme