Junior Administrator – Client Services

SUMMARY:

Our client is a leading independent provider of corporate, private client, retirement planning, insurance and tax services, with a global network of 23 offices across Europe, Asia, Africa and the Middle East.

Our client seeks a Junior Administrator – Client Services to support the Head of Risk and the client services team. This role off...

POSITION INFO:
Our client is a leading independent provider of corporate, private client, retirement planning, insurance and tax services, with a global network of 23 offices across Europe, Asia, Africa and the Middle East. Our client seeks a Junior Administrator – Client Services to support the Head of Risk and the client services team. This role offers the opportunity to develop a working knowledge of our client's CRM system whilst undertaking routine client service tasks in a regulated financial services environment. Full training on processes and systems will be provided. Key Responsibilities Maintain accurate client records within the CRM system and support the team in keeping client information and AML records current. Assist with the collation, maintenance and organisation of client onboarding documents, KYC agreements and supporting documentation under supervision. Support advisers and colleagues with routine client service tasks, including document requests, client record updates and follow-ups to ensure they are actioned promptly. Monitor shared inboxes and ensure client service queries are acknowledged, directed or answered in a timely manner. Help obtain valuations, platform statements and other client documentation from investment platforms and external providers. Assist with the preparation of suitability report packs and basic draft correspondence and reports for review by advisers or senior colleagues. Set reminders and follow up with advisers, clients or internal teams to obtain missing information and keep tasks and outstanding actions up to date. Provide administrative support during periods of annual leave, study leave or other absence to maintain continuity of the client services function. Requirements Computer literate and comfortable using Microsoft Office and internal systems. Able to work accurately, follow procedures and complete routine tasks to agreed standards. Strong attention to detail and a methodical approach to administration. Able to prioritise work, meet deadlines and escalate matters when support or guidance is required. A proactive and organised individual with a willingness to learn. Interest in client services, financial planning and regulated financial services administration. Basic understanding of companies, trusts, pensions or investment administration (advantageous but not essential)