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- Tasks: Support clients through onboarding, ensuring smooth account setup and ongoing maintenance.
- Company: Dynamic Wealth and Asset Management firm in the heart of London.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Join a team that values client relationships and offers impactful career development.
- Qualifications: 2+ years in client services within asset management; strong communication and organisational skills.
- Other info: Collaborative environment with chances to mentor and train new team members.
The predicted salary is between 40000 - 50000 £ per year.
A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department.
It\’s a hybrid role, 3 days in the office and 2 from home.
Responsibilities
- Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process
- Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts and record keeping.
- Liaise with third parties in relation to custodial matters and/or the opening of derivative and FFX accounts.
- Develop an ongoing relationship with the clients where appropriate,
- Systems administration of client data on internal and external systems
- Dealing with client queries, including; reporting queries, cash transactions, custody arrangements, transitions
- Liaise with third party consultants/audit firms to coordinate client requirements and provide information when requested
- Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients
- Provide assistance and offer guidance or training for new and junior members of the team and other areas of the business when required
- Provide efficient and timely support to Investment Managers
- Providing support and cover to the Client Administration Team
- Attend client meetings when required
Person Specification
- Sound technical knowledge and experience of Client take on within an Asset Management environment.
- Minimum 2 years’ experience in a similar role
- Strong knowledge of the structure and organisation of Asset Management companies
- Excellent organisational skills, and the ability to work unsupervised and be self-motivated
- Ability to prioritise work to meet deadlines and multi-task
- Strong communication skills both written and verbal
- Confident and able to deal directly with clients and colleagues at all levels
- Numerical, analytical and PC skills essential
- Working knowledge of the appropriate investment parameters and fee arrangements for discretionary managed portfolios
- Knowledge of Investment instruments, securities, corporate actions and capital gains tax rules and computations
- Relevant industry qualifications such as IOC.
Date: 28 Oct 2024
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £40000 – 50000 per annum
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Client Onboarding Support (KYC) employer: Taylor James Resourcing
Contact Detail:
Taylor James Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Support (KYC)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth and asset management sector. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially focusing on their client service approach. We recommend practising common interview questions related to client onboarding and KYC processes so you can showcase your expertise confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. We suggest mentioning something specific from your conversation to remind them of your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who can bring their skills to our team, especially in client services roles like this one.
We think you need these skills to ace Client Onboarding Support (KYC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Onboarding Support. Highlight your experience in client services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your experience with KYC processes and client relationships.
Show Off Your Communication Skills: Since this role involves liaising with clients and colleagues, make sure your written application reflects your strong communication skills. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Taylor James Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of KYC processes and the asset management industry. Familiarise yourself with common investment instruments and regulations, as well as the specific services offered by the company. This will show that you're not just interested in the role, but that you understand the industry.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and internal teams, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated in past roles, especially when dealing with complex client queries or coordinating with multiple stakeholders.
✨Demonstrate Problem-Solving Abilities
Think of scenarios where you've had to resolve issues or improve processes in previous jobs. Be ready to discuss these experiences during the interview, highlighting your analytical skills and ability to work independently while still being a team player.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's client onboarding process and how they measure success in client relationships. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values.
