Role details

Client Services Administrator

London   •   £30,000 - £35,000   •  Temporary

Bullet points

  • Wealth Management
  • A 6 month contract providing excellent financial services exposure

About Our Client

My client is an independent specialist investment firm offering wealth management and merchant banking services to high net worth individuals and institutions. With considerable client assets under supervision, and extensive expertise in financial services, my client has developed an integrated platform to deliver a full range of services within wealth management.

Since starting up in 2008 my client has increased the range of services provided, grown rapidly and continues to do so, and has established themselves as a recognised force in three of the worlds leading financial centres.

The company is based in Central London but also has offices internationally.

Job Description

Your primary responsibilities shall be to work closely with and support the Chief Executive Officer and the Managing Partner with building and maintaining relationships with existing clients and, assessing and executing transaction opportunities. You will be expected to take primary coverage responsibility on certain clients, and ensure regular contact as well as coordinate with clients, custodian banks, and product issuers to ensure smooth running of client account, servicing and execution. You will be expected to maintain the highest levels of controls and ethics.

The Successful Applicant


Education and Professional Qualifications

- University degree

- FSA registered (CF30 or equivalent and RDR Compliant)

Work Experience/Background

- Candidates should ideally have recent experience in financial services.

Technical Skills and Knowledge

- Excellent PC user knowledge

- A good level of proficiency in financial reporting & documentation (Excel)

Personal Attributes:

- Organised & ability to cope under pressure

- Excellent Interpersonal communication

- Proactive, with a high standard of finishing & work ethic

What's on Offer

The successful applicant will receive the equivalent to £30,000-£35,000 per anum over the 6 month contract.

Apply for this job

Click the Apply or LinkedIn button below or contact Chirs Moore quoting job reference 13763400
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