Privat Client Service & Administration

Private Client Service & Administration (BBBH154016) City of London, England

We are looking for a Private Client Administrator to support our clients\’ Private Administration Team in delivering high-quality service to private clients and internal teams. This role involves a range of administrative and client-focused tasks in a professional, detail-oriented environment.

Key Responsibilities:

• Assist with onboarding new client accounts and manage a small book of existing clients.
• Support periodic client reviews and due diligence processes, including verification checks and record updates.
• Maintain and update client data across internal and external systems.
• Handle client queries and coordinate with colleagues across departments to ensure service standards are met.
• Prepare audit statements and assist with reporting and data-cleaning projects.
• Manage team inboxes, ensuring timely responses.
• Support ad-hoc processes such as account closures and asset transfers.
• Complete daily tasks, including control reports and data feeds.

Requirements:

• Basic understanding of client servicing.
• Strong organisational and multitasking skills, with attention to detail.
• Excellent written and verbal communication skills.
• Confident in dealing directly with clients and internal stakeholders.
• Proficient in numerical, analytical, and computer skills.
• Self-motivated and capable of working independently.

This role offers exposure to client servicing and operational processes in an established asset management environment.

If you meet the requirements and are ready to develop your career, apply now.

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