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For Companies At a Glance
- Tasks: Support clients by managing accounts and ensuring compliance with regulations.
- Company: Join a reputable investment firm in the heart of the city.
- Benefits: Enjoy part-time hours, flexible work-from-home options, and a supportive team environment.
- Why this job: Gain valuable experience in financial services while working in a dynamic and professional setting.
- Qualifications: Must have experience in client administration and a solid understanding of financial regulations.
- Other info: This is a permanent role, perfect for those seeking part-time work.
Meraki is working with an established Investment firm based in the City. Our client is looking for a Client Administrator with proven experience within Financial Services. You will have a strong understanding of compliance and regulations within FS, and experience with AML processes.
This role is part-time, working 28 hours (4 days per week). Offering 1-day WFH per week. The successful candidate must have a reason for wanting part-time, as this is a permanent role.
Client Administrator Responsibilities:- Opening client accounts whilst adhering to AML regulations
- Provide admin support for portfolio transfers
- Updating client information on the system
- Obtain and review CGT (Capital Gains Tax) information
- Process account closures
- Prepare, manage and file client correspondence and records
- Handle incoming calls promptly, taking accurate messages and presenting a good image of the company
- Administration support such as reception cover and helping set up for meetings
- Proven experience within a client-facing administrative role within Financial Services
- Understanding of regulations and compliance within FS
- Excellent attention to detail
- Written and verbal communication skills
For a private and confidential discussion regarding this excellent permanent opportunity, please don’t hesitate to contact Jodie White.
Client Administrator - Part Time - Financial Services employer: Meraki Talent Limited
Contact Detail:
Meraki Talent Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator - Part Time - Financial Services
✨Tip Number 1
Make sure to highlight your experience in financial services during any networking opportunities. Attend industry events or webinars where you can meet professionals in the field and discuss your background in compliance and AML processes.
✨Tip Number 2
Reach out to current or former employees of the investment firm to gain insights into their work culture and expectations. This can help you tailor your approach and demonstrate your genuine interest in the role during interviews.
✨Tip Number 3
Prepare specific examples from your past experiences that showcase your attention to detail and client-facing skills. Being able to articulate these examples clearly will set you apart when discussing your suitability for the role.
✨Tip Number 4
Since this is a part-time role, be ready to explain your motivation for seeking part-time work. Having a clear and honest reason will show your commitment and help the employer understand your situation better.
We think you need these skills to ace Client Administrator - Part Time - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly any roles that involved compliance and AML processes. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in a part-time role and how it fits into your career goals. Mention your understanding of the regulations and compliance within financial services.
Highlight Relevant Skills: Emphasise your attention to detail and communication skills in both your CV and cover letter. Provide examples of how these skills have helped you succeed in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at Meraki Talent Limited
✨Show Your Understanding of Compliance
Make sure to highlight your knowledge of compliance and regulations within financial services during the interview. Be prepared to discuss specific examples of how you've adhered to these regulations in previous roles.
✨Demonstrate Attention to Detail
As a Client Administrator, attention to detail is crucial. Bring up instances where your meticulous nature has positively impacted your work, especially in tasks like updating client information or processing account closures.
✨Prepare for Client-Facing Scenarios
Since this role involves direct interaction with clients, be ready to role-play potential scenarios. Practice how you would handle incoming calls and present a professional image of the company.
✨Express Your Motivation for Part-Time Work
The employer will want to know why you're seeking a part-time position. Be honest and articulate your reasons clearly, whether it's for personal commitments, further studies, or other interests.
