Client Services Administrator

We are recruiting a Client Services Administrator for a well-established organisation offering a broad range of services across the wealth management value chain.

The Role
This position is within the Investment Management team, located in Harrogate. You will provide secretarial and administrative support to help deliver investment services to clients, including onboarding and liaison with intermediaries.

Key Responsibilities

• Provide secretarial and administrative support including compiling reports, onboarding clients, filing, and general admin duties

• Communicate with clients on behalf of Investment Managers, taking instructions and arranging meetings

• Support all investment management teams with day-to-day operations

• Maintain accurate client records, including setup and removal

• Process account opening forms and liaise with compliance, operations, financial planning, and third parties

• Support quarterly valuation processes including drafting letters and sending communications

• Respond to information requests from third parties such as SIPP providers, solicitors, and accountants

• Coordinate with operations on client cash movements (e.g., ISA subscriptions, transfers), completing related documentation

• Monitor daily cash balances and manage fund movements

• Provide management information using Excel from internal logs

• Assist in preparing presentations for investment managers using PowerPoint

• Collaborate with the Client Services Manager to streamline processes and reduce paper reliance

• Answer overflow calls from reception

• Stay up to date with internal policies and complete compliance training promptly

• Perform other duties appropriate to the role

Candidate Requirements

• GCSE Grade C or above in English and Maths

• Strong verbal and written communication skills

• Previous administrative experience

• Detail-oriented, inquisitive, and a problem-solver

• Capable of working independently and within a team

• Proficiency in Microsoft Word, Excel, and PowerPoint essential

• Experience in financial services is advantageous but not essential

Package and Benefits

• Competitive salary

• Hybrid working model

• 25 days annual leave plus public holidays

• Comprehensive benefits including private medical insurance, life insurance, and income protection

• 6% employer pension contribution

• Support for further education and training

• Discretionary performance-based bonus

• Confidential Employee Assistance Programme

• Two days per year for volunteering

• Employee discounts through a dedicated platform