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For Companies At a Glance
- Tasks: Join our team as a Client Administrator, handling essential operations and client support tasks.
- Company: Be part of a leading US wealth manager listed on the NYSE and S&P 500.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Make an impact in wealth management while developing valuable skills in a supportive culture.
- Qualifications: Experience in financial services or client administration is essential; strong communication skills are a must.
- Other info: This role offers a chance to work in a fast-paced, detail-oriented environment.
The predicted salary is between 36000 - 60000 £ per year.
A well-established US wealth manager, listed in the NYSE and part of the S&P 500, is recruiting for a client administrator within the operations team in the wealth management arm of the business in London.
About the Role
We are seeking a proactive and detail-oriented Client Administrator to join our Operations team in London. In this role, you will support a variety of administrative duties, including document screening, account opening, deceased account processing, handling technical queries, and participating in ad hoc projects.
Key Responsibilities
- Screen anti-money laundering (AML) documentation for various account types, including GIA, ISAs, Pensions, OPBs, and Trusts.
- Validate documents such as cheques and W-8 forms.
- Manage account opening processes and continuously monitor pending accounts.
- Administer deceased accounts, including requesting probate valuations.
- Handle account closures, including calculating and deducting closing fees.
- Allocate valid W-8 forms to accounts and chase expired documentation.
- Perform all types of static data amendments.
- Process client and provider payments, initial ISA subscriptions, internal client journals, and set up regular payments, standing orders, and income sweeps.
- Deduct ad hoc charges such as custody, financial adviser, management, and valuation fees.
- Address all client administration and internal/external queries within agreed service levels.
Skills and Experience Required
- Experience working in the wealth management / stock broking or financial services industry.
- Experience in either AML and/or account opening/account closing/client administration and support.
- Knowledge of ISAs/IFAs/OBPs/GIAs and/or Pensions.
- Effective both independently and as part of a team.
- Capable of working under pressure and meeting deadlines.
- Quality-oriented with attention to detail.
- Strong interpersonal and communication skills, both verbal and written.
- Excellent organisational and time management skills.
Client Operations Administrator employer: Charles Levick Limited
Contact Detail:
Charles Levick Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Operations Administrator
✨Tip Number 1
Familiarise yourself with the specific regulations and documentation required in wealth management, especially around AML processes. This knowledge will not only help you stand out but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the wealth management sector, particularly those who have experience in client administration. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare for potential interview questions by practising scenarios related to account opening and closing processes. Being able to discuss these topics confidently will show your practical understanding of the role.
✨Tip Number 4
Stay updated on current trends and changes in the financial services industry, particularly those affecting client operations. This will help you engage in meaningful conversations during interviews and showcase your proactive approach.
We think you need these skills to ace Client Operations Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial services. Emphasise any roles where you handled client administration, AML documentation, or account processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and organisational skills. Mention specific experiences that relate to the key responsibilities of the Client Operations Administrator role.
Highlight Relevant Skills: In your application, clearly outline your skills related to document screening, account management, and handling technical queries. Use examples to demonstrate your ability to work under pressure and meet deadlines.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your quality-oriented approach and strong communication skills, which are essential for this role.
How to prepare for a job interview at Charles Levick Limited
✨Know Your AML Basics
Since the role involves screening anti-money laundering documentation, brush up on your knowledge of AML regulations and processes. Be prepared to discuss how you would handle various scenarios related to document validation and compliance.
✨Demonstrate Attention to Detail
This position requires a keen eye for detail, especially when managing account opening and closures. During the interview, provide examples from your past experiences where your attention to detail made a significant impact on your work.
✨Showcase Your Organisational Skills
With multiple responsibilities like processing payments and handling queries, strong organisational skills are essential. Share specific strategies or tools you use to stay organised and manage your time effectively in a busy environment.
✨Prepare for Technical Queries
You’ll be handling technical queries, so it’s important to demonstrate your problem-solving abilities. Think of common issues that might arise in client administration and prepare to discuss how you would address them efficiently.
