Associate Client Administration

Job Purpose
To provide full administrative support to a small team of Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. 

Office attendance: This role will have a full time requirement of 6 months in office and then after successful probation will be moved onto a hybrid role of 3 days in office and 2 days working from home. 

Key Responsibilities

• To work closely with the aligned Investment Managers to deliver excellent client outcomes
• To build relationships with clients and maintain regular contact
• Liaise with operations to open new accounts 
• Maintain back-office systems and client records in line with the company policies
• Request policy information from third party policy providers if applicable
• Liaise with operational teams where support is provided on activities e.g., transfers, corporate actions, static data changes where applicable
• 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
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
• To encourage client, use of portal and other digital tools, provide guidance where required.
• To collaborate and share best practice with colleagues