Client Administrator
Full-time AssociateJob Overview
Job Purpose
To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
As a Client Administrator, you will be:
- Working closely with the aligned Investment Managers to deliver excellent client outcomes.
- Building relationships with clients and maintain regular contact
- Liaising with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Preparing meeting packs and valuations (as required)
- Assisting investment managers in the preparation of new business pitches and presentations
- Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients
- Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
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