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HNW Client Service

Salary £35k to £42k
Type Permanent
Location City of London
Sector Wealth & Asset Management
Job Reference T8/HCC/26178
Contact Hannah Cavaciuti
Date posted 06-06-2017

One of the most successful Investment Management firms is currently seeking a Client Administrator to join their Client Advisory team. This is a permanent contract, located in London.

As a Client Administrator, the candidate would be expected to provide administrative services for the company to support one of their Client Advisor Teams in their delivery of clients’ requirements. In addition, the position requires client contact and the ability to closely work with the Client Advisors, Portfolio Managers, Compliance and individual operational departments; both in London and Zurich.

Your key accountabilities:

• Be the primary point of contact for all administrative procedures and ad-hoc queries raised either directly by clients and their appointed representatives, or through Client Advisers
• Provide administrative support for client’s banking requirements including loans, deposits and account transfers
• Monitor overdrafts that are the result of client activity and ensure corrective action is implemented in conjunction with the Client Adviser and Portfolio Manager
• Ensure the correct management fee structures are implemented as per the client mandate
• Be involved, as and when directed by the Client Advisers, with the process of new client take on, including on boarding of corporate and trust clients
• Provide clients with ad-hoc standard reporting as requested
• Oversee performance reporting and answer client queries when required
• Report all incidents, monetary errors and client complaints to the Client Adviser and Head of Front Office support; making recommendations for change where appropriate

The candidate must be computer literate; being able to use MS office. In addition, the candidate must have strong organisational skills and have the ability to prioritise. Lastly, the candidate must have excellent oral and written communication skills and have the ability to work to deadlines.

If you feel you have the relevant skills to succeed in this role, then please apply now.

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Contact Hannah about this job

Associate, Consultant