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Client Administrator
3 months ago
Role Duties Include:
- To work closely with the aligned Financial Planners and Directors to deliver excellent client outcomes to High-Net-Worth Clients.
- Maintain back-office systems and client records in line with the company policies.
- To be a role model and mentor to team members, a go-to person within the team.
- Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable.
Requirements
- Minimum 4 years' experience in a Client Admin role in Financial Services
- Experience working with Senior stakeholders
- A strong ethic of client service.
- Excellent communication skills both written and verbal, influencing and organisational skills.
Benefits
Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
