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- Tasks: Support clients through onboarding, ensuring smooth account setups 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.
- Other info: Collaborative environment with chances to mentor and train new team members.
- 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.
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.
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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their client onboarding processes and think of ways you can contribute to improving them. Show them you’re not just another candidate; you’re the one they need!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family, focusing on common questions related to client services and KYC processes. The more comfortable you are speaking about your experience, the better you’ll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you that dream job!
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 explain why you're the perfect fit for this hybrid role. Share specific examples of how you've improved client services in the past, as we love seeing proactive candidates.
Show Off Your Communication Skills: Since strong communication is key in this role, make sure your application reflects that. Keep your language clear and professional, but don’t be afraid to let your personality shine through. We appreciate authenticity!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Taylor James Resourcing
✨Know Your KYC Basics
Make sure you brush up on your knowledge of Know Your Customer (KYC) processes. Understand the importance of AML reviews and how they fit into client onboarding. This will show that you're not just familiar with the role but also understand the regulatory landscape.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained client relationships in previous roles. Be ready to discuss specific situations where you’ve successfully handled client queries or improved service delivery. This will demonstrate your ability to connect with clients and provide high-quality service.
✨Familiarise Yourself with Asset Management Structures
Research the structure and organisation of asset management companies. Knowing how different teams interact and the role of investment managers will help you answer questions more effectively and show that you’re serious about the position.
✨Practice Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using video tools to refine your verbal and non-verbal communication skills. This will help you feel more at ease during the actual interview.