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For Companies At a Glance
- Tasks: Manage client portfolios and ensure top-notch service while maintaining compliance.
- Company: Join a leading independent Trust and Corporate Services Provider in London.
- Benefits: Enjoy a competitive salary and the chance to work in a dynamic environment.
- Why this job: Be part of a supportive team that values professional growth and client relationships.
- Qualifications: Degree in Economics, Finance, or Law; 3 years' experience in TCSP required.
- Other info: Fluent English and ideally Italian; strong organisational skills are a must.
The predicted salary is between 28000 - 36000 £ per year.
Senior Client Services Administrator with Italian, Private Wealth Investment Company, Permanent, £32,000-£40,000. Established, independent Trust and Corporate Services Provider, which also provides accounting and tax services to Private Clients is looking for a Senior Client Services Administrator in the Corporate and Fiduciary Client Services team, ideally Italian speaking. This is a full time and permanent position based in London.
Duties and Responsibilities:
- Take responsibility for the day-to-day administration of a portfolio of clients (including corporate entities, trusts and foundations).
- Ensure statutory compliance is met and provide outstanding client service.
- Act as first point of contact for clients, building and maintaining a relationship with them, providing support and a high level of client service.
- Set up legal entities.
- Maintain company files and statutory records.
- Ensure all activities are compliant with relevant laws, regulations and company policies.
- Keep updated with regulatory and statutory changes.
- Prepare invoices, payments, contracts, and any other documentation.
- Keep all financial records up to date, liaising with the accounting team.
- Liaise with third parties such as accountants/auditors, legal advisors and bankers to enable the efficient management of the clients’ activities.
You will have:
- Ideally a university degree in Economics, Finance, Law or a professional equivalent (e.g. STEP, ICSA).
- Minimum 3 years’ experience working within the Trust and Corporate Service Provider (TCSP) industry.
- Client service experience.
- Word, Excel and Outlook.
- Good working knowledge of software applications commonly used by TCSPs.
- Fluent English and, ideally, Italian.
- A keen eye for detail.
- Strong organisational skills.
- Methodical and organised.
- Excellent verbal and written communication, with good interpersonal skills.
- Professional integrity and a positive attitude.
- Strong, motivated team player.
- Client driven and commercially aware.
- Can work independently and be self-motivated.
- Strong work ethic and a flexible attitude to work.
- Able to work under pressure, prioritise and observe strict deadlines.
- Professional approach to building relationships with clients, third parties and colleagues.
Due to the large number of applications that we receive, only shortlisted candidates will be contacted. Val Wade Recruitment are actively looking for applicants from underrepresented communities and pride ourselves as an equal opportunities’ employer and agency.
Client Administrator employer: Val Wade Recruitment
Contact Detail:
Val Wade Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements in the Trust and Corporate Service Provider industry. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the Private Wealth Investment sector, especially those who work in client services. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the job.
✨Tip Number 3
Brush up on your Italian language skills if you're not already fluent. Being able to communicate effectively with clients in their native language can be a significant advantage and shows your dedication to providing excellent client service.
✨Tip Number 4
Prepare for potential interview questions by thinking about your past experiences in client administration. Be ready to discuss specific examples where you've demonstrated strong organisational skills and how you've successfully managed client relationships.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client administration, particularly within the Trust and Corporate Service Provider industry. Emphasise your language skills, especially if you speak Italian, as this is a key requirement for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to manage client portfolios and ensure compliance, as well as your strong organisational skills.
Highlight Relevant Skills: In your application, clearly outline your proficiency with software applications commonly used by TCSPs, as well as your communication skills. Provide examples of how you've successfully built relationships with clients and third parties in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial for the Client Administrator position.
How to prepare for a job interview at Val Wade Recruitment
✨Showcase Your Client Service Skills
As a Senior Client Services Administrator, your ability to build and maintain relationships is crucial. Prepare examples of how you've successfully managed client interactions in the past, highlighting your communication skills and problem-solving abilities.
✨Demonstrate Your Knowledge of Compliance
Since the role involves ensuring statutory compliance, brush up on relevant laws and regulations in the TCSP industry. Be ready to discuss how you have ensured compliance in previous roles and any challenges you faced.
✨Highlight Your Organisational Skills
This position requires strong organisational skills. Prepare to discuss your methods for managing multiple tasks and deadlines effectively. Consider sharing specific tools or techniques you use to stay organised.
✨Prepare for Technical Questions
Familiarise yourself with the software applications commonly used by TCSPs, as well as Excel and Word functionalities. Be prepared to answer questions about your technical skills and how you’ve used these tools in your previous roles.
