Private Client Administrator - Mason Blake
Private Client Administrator - Mason Blake

Private Client Administrator - Mason Blake

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client relationships and coordinate account openings while handling queries.
  • Company: Join Mason Blake, a respected Asset Management firm with a strong reputation.
  • Benefits: Enjoy competitive pay, bonuses, and opportunities for professional growth.
  • Why this job: Make a real impact in a dynamic role within a supportive team culture.
  • Qualifications: 2+ years in client administration with knowledge of KYC/AML regulations required.
  • Other info: Mason Blake values diversity and encourages applications from all backgrounds.

The predicted salary is between 36000 - 60000 £ per year.

Reporting directly to the Head of Client Services, the Senior Client Administrator will take on the following dynamic responsibilities:

  • Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.
  • Maintain existing client accounts, conducting periodic AML reviews and managing agreements and sub-accounts.
  • Coordinate with third parties on custodial matters and derivative/FFX account openings.
  • Cultivate ongoing client relationships where suitable.
  • Handle client queries comprehensively, including reporting, cash transactions, custody, and transitions.

The ideal candidate for this role will possess the following skillset:

  • Proficient in client onboarding procedures, with expertise in KYC/AML/CFT regulations, MIFID, EU Directives, and global tax reporting.
  • Minimum of 2 years' experience in a similar role, demonstrating sound knowledge of asset management company structures.
  • Preferred experience in private client portfolio administration and relevant industry qualifications such as IOC.

This presents a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Asset Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.

If your experience resonates with the outlined criteria, please submit your CV for consideration.

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Contact Detail:

Mason Blake Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Administrator - Mason Blake

✨Tip Number 1

Familiarise yourself with KYC/AML/CFT regulations and MIFID directives. Being well-versed in these areas will not only boost your confidence during interviews but also demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the asset management industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities at Mason Blake.

✨Tip Number 3

Prepare to discuss your experience in client onboarding and account management. Be ready to share specific examples of how you've successfully managed client relationships and handled queries in previous roles.

✨Tip Number 4

Research Mason Blake thoroughly. Understanding their company culture, values, and recent developments will help you tailor your approach and show genuine interest during any discussions.

We think you need these skills to ace Private Client Administrator - Mason Blake

Client Onboarding Procedures
KYC/AML/CFT Regulations
MIFID Knowledge
EU Directives Understanding
Global Tax Reporting
Asset Management Company Structures
Private Client Portfolio Administration
Communication Skills
Relationship Management
Attention to Detail
Problem-Solving Skills
Time Management
Team Collaboration
Client Query Resolution

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the responsibilities and required skills. Tailor your application to highlight your experience in client onboarding, KYC/AML regulations, and asset management.

Craft a Targeted CV: Ensure your CV reflects relevant experience, particularly in private client portfolio administration. Use specific examples that demonstrate your expertise in managing client relationships and compliance with regulations.

Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with the responsibilities outlined, and provide insights into how you can contribute to their client services team.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects attention to detail, which is crucial in the financial services industry.

How to prepare for a job interview at Mason Blake

✨Know Your Regulations

Familiarise yourself with KYC, AML, and CFT regulations as well as MIFID and EU Directives. Being able to discuss these topics confidently will demonstrate your expertise in client onboarding procedures.

✨Showcase Your Experience

Prepare to discuss your previous roles in client administration, particularly any experience you have in asset management. Highlight specific examples of how you've successfully managed client relationships and handled queries.

✨Understand the Company Culture

Research Mason Blake and their approach to client services. Understanding their values and how they operate will help you align your answers with what they are looking for in a candidate.

✨Prepare Questions

Have insightful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you.

Private Client Administrator - Mason Blake
Mason Blake
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