At a Glance
- Tasks: Support Investment Managers and deliver top-notch client service to Charity clients.
- Company: Wealth and Asset Management firm with a focus on client relationships.
- Benefits: Competitive salary, career growth, and a dynamic work environment.
- Other info: Opportunity to develop skills in a supportive and collaborative atmosphere.
- Why this job: Join a team that values your input and helps charities thrive.
- Qualifications: 2+ years in client services, strong communication, and organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
Wealth and Asset Management firm are looking for an experienced Client Services Administrator to work with Investment Managers in the Charities team to deliver high quality client service to Charity clients as well as suggesting improvements to working practices of the wider Client Administration department.
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, with particular emphasis of Charity Portfolio Administration is preferred.
- A working understanding of Anti Money Laundering and Compliance requirements, MIFID and EU Directives and Global Tax Reporting requirements (FATCA, CRS etc...).
- 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.
Trainee 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 Trainee Customer Service Administrator (Permanent) in London
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We think you need these skills to ace Trainee Customer Service Administrator (Permanent) in London
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Taylor James Resourcing.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Taylor James Resourcing
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Taylor James Resourcing.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Taylor James Resourcing.
