Client Services

Client Services Administrator
London/Marylebone (Hybrid)
Permanent
Circa £30,000 - £34,000

An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Marylebone Road. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.?

Skills & Requirements
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• 2 Years’ experience in Financial Services, preferably in Wealth Management
• Excellent administration and interpersonal skills
• Capability to work under pressure in order to meet deadlines
• Ability to work individually and as part of a team
• Awareness of anti-money laundering and know your client/due diligence requirements/enhanced due diligence requirements

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?The Role
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• Handling report requests (valuations, tax pack reports, income & expenses)
• Looking into erroneous reports (investigate incorrect data & passing to relevant team to correct and checking before confirming to client).
• Book cost updates.
• Locating cash that has been sent in by clients.
• Passing on instructions to closures or payments team.
• Taking calls and resolving client’s queries.
• Reviewing and logging tax forms (W8 BEN & W8 BEN E) to client accounts.
• Passing on dealing instructions to either the dealers, relationship managers or account managers.
• Dealing with incoming post.
• Arranging for copies of original documents to be certified and originals sent back to investors.
• Updating of static data on SalesLogix and Nexus systems.
• Projects work e.g. KYC update, renewal of W8 forms.
• Maintaining and providing information to associate companies in relation to Property only accounts.
• Responsible for designated area of data within teams’ data dashboard.
• Developing own procedures in a format that is easy to refer to.