At a Glance
- Tasks: Support clients with data management and onboarding processes in a dynamic finance environment.
- Company: Established investment firm in London, known for its collaborative culture.
- Benefits: Competitive salary, discretionary bonuses, wellness benefits, and hybrid working options.
- Other info: Enjoy excellent career progression opportunities in a friendly, encouraging workplace.
- Why this job: Kickstart your finance career with no prior experience needed and grow within a supportive team.
- Qualifications: Attention to detail and some administration or data entry experience preferred.
The predicted salary is between 28800 - 43200 £ per year.
A successful and established investment firm headquartered in London with additional offices in Europe and the US. With just under 300 in London, this firm is highly collaborative, friendly and encouraging of internal growth and progression!
This is a fantastic opportunity for someone with some experience of administration and a strong level of attention to detail who is looking to launch their career in the finance industry! This is a Client Servicing Analyst position, which will involve providing data and onboarding/offboarding support for clients.
Responsibilities will include (but are not limited to):
- Setting up new clients on the database/CRM system - inputting key details and processing documentation
- Transition of assets for new and leaving clients
- Processing internal transfers as per Front Office requests
- Administration of deceased or departing clients
- Maintaining client data - updating details as per amendment requests and processing receipts
- Ad-hoc support to the team.
Please note that this is a middle office (non client-facing) position.
No prior experience within financial services is required. This role would best suit an individual who has gained some administration or data entry experience who is looking to begin their career in asset management!
Excellent attention to detail - experience of working with data would be a plus. Team-oriented as well as being self-motivated and able to work on own initiative.
Salary is competitive and dependent on experience. The business offers excellent benefits including a discretionary bonus, above market average pension contributions and a range of health/wellness benefits. Hours are 9am - 5:30pm in the central London (Victoria) office, with a hybrid working model of 2 days from home.
If you are looking to commence your career within financial services, please apply today!
Client Administrator employer: VWA (Victoria Wall Associates)
Join a dynamic and rapidly scaling executive search firm in Holborn, where you will be part of a vibrant work culture that values ambition and proactivity. With competitive salaries, discretionary bonuses, and the flexibility of a hybrid working model, this role offers excellent opportunities for professional growth and development in a supportive environment. Embrace the chance to take ownership of the finance function while contributing to the company's continued success and innovation.
Contact Details:
VWA (Victoria Wall Associates) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to client administration. Think about how your attention to detail and any admin experience can benefit the role. We want you to shine!
✨Tip Number 3
Show off your skills! If you've got experience with data entry or CRM systems, be ready to discuss it. Even if it's from a different field, we want to see how you can transfer those skills to the finance world.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Administrator role. Highlight any admin or data entry experience you have, even if it's from a different industry. We want to see how you can bring your unique background to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about starting your career in financial services and how your attention to detail will benefit us. Keep it friendly and professional – we love a personal touch!
Showcase Your Team Spirit:Since this role is all about collaboration, make sure to mention any experiences where you've worked well in a team. We value self-motivated individuals, but being a team player is just as important for us at StudySmarter!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our community!
How to prepare for a job interview at VWA (Victoria Wall Associates)
✨Know Your Role
Make sure you understand the responsibilities of a Client Administrator. Familiarise yourself with tasks like data entry, client onboarding, and maintaining records. This will help you answer questions confidently and show your enthusiasm for the role.
✨Highlight Attention to Detail
Since this role requires a strong level of attention to detail, prepare examples from your past experiences where you've demonstrated this skill. Whether it's in previous jobs or academic projects, be ready to discuss how you ensured accuracy and thoroughness.
✨Show Team Spirit
This position is team-oriented, so be prepared to talk about your collaborative experiences. Share instances where you worked well with others, supported teammates, or contributed to group projects. It’s all about showing that you can thrive in a friendly, supportive environment.
✨Ask Smart Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the company culture, opportunities for growth, or specifics about the onboarding process. This shows your genuine interest in the firm and helps you assess if it’s the right fit for you.
