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For Companies At a Glance
- Tasks: Manage client relationships and coordinate account openings in a dynamic environment.
- Company: Join Mason Blake, a respected Asset Management firm with a strong reputation.
- Benefits: Enjoy competitive pay, attractive bonuses, and opportunities for professional growth.
- Why this job: Make a real impact while working in a supportive and inclusive culture.
- Qualifications: 2+ years in client administration with knowledge of KYC/AML regulations required.
- Other info: Mason Blake values diversity and welcomes applicants 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.
Please note that due to the volume of applications received, we regret that we are unable to respond to each applicant individually.
Private Client Administrator - Mason Blake employer: Mason Blake
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 the latest KYC/AML regulations and MIFID directives. Being well-versed in these areas will not only boost your confidence during interviews but also demonstrate your commitment to compliance, which is crucial for the role.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who have experience in private client administration. Engaging in conversations can provide you with valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 3
Prepare to discuss specific examples from your previous roles that highlight your experience in client onboarding and account management. Tailoring your anecdotes to reflect the responsibilities mentioned in the job description will make you stand out.
✨Tip Number 4
Research Mason Blake and their approach to client services. Understanding their company culture and values will help you align your responses during interviews, showing that you are a good fit for their team.
We think you need these skills to ace Private Client Administrator - Mason Blake
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand 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 in the job description, and include any relevant qualifications like the IOC.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any errors or inconsistencies. 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
Make sure you brush up on KYC, AML, and CFT regulations before the interview. Being able to discuss these topics confidently will show that you understand the compliance landscape crucial for a Private Client Administrator.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to handle queries and maintain ongoing communication, as this is key to the role.
✨Familiarise Yourself with Asset Management Structures
Understand the different types of asset management company structures. Being knowledgeable about these will help you answer questions more effectively and demonstrate your expertise in the field.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client services and how they handle account openings. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
