At a Glance
- Tasks: Deliver top-notch client service and improve team practices in a dynamic financial environment.
- Company: Wealth and Asset Management firm in the heart of London.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Exciting role with potential for career advancement and skill development.
- Why this job: Join a collaborative team and make a real difference in client relationships.
- Qualifications: 2+ years in client services within asset management and strong communication skills.
The predicted salary is between 31500 - 38500 £ per year.
A Wealth and Asset Management company based in the City of London is 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 include:
- 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.
Senior Customer Service Administrator (Permanent) in London employer: Taylor James Resourcing
As a leading Global Broking firm based in London, we pride ourselves on fostering a dynamic and inclusive work culture that values collaboration and innovation. Our hybrid working model allows for flexibility, enabling employees to balance their professional and personal lives effectively while benefiting from continuous growth opportunities through hands-on experience and mentorship within a supportive team environment. Join us to be part of a forward-thinking organisation that prioritises employee development and offers competitive remuneration alongside a comprehensive benefits package.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Customer Service Administrator (Permanent) in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace Senior Customer Service Administrator (Permanent) in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Taylor James Resourcing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Taylor James Resourcing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Taylor James Resourcing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Taylor James Resourcing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Taylor James Resourcing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Taylor James Resourcing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
