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Client Administration Manager
Third Platform Services (TPS) – Client Services Manager – Client Administration
Location
Role is based in London
About TPS & Nucleus Group
Third Platform Services (TPS), founded in 2016 as part of Nucleus Group, provides FCA-regulated wealth and investment management firms with clearing, custody, and dealing services via Model B.
Our commitment to operational excellence is built on:
- Modern automated technology
- Dedicated client services
- Highly experienced operational team
- Strong compliance support
Job Purpose
This Client Services Manager (Client Administration) role sits within TPS Operations. You’ll:
- Lead and oversee Client Administration function
- Drive operational excellence & control strengthening
- Develop junior talent and cultivate data-driven Management Information (MI) for senior management decision-making
Leadership & People Management
Key Responsibilities
-
Build & Cultivate Team Culture
- Develop a high-performing team with shared ownership of results
- foster psychological safety & engagement
-
Talent Development & Recruitment
- Lead TPS’s Junior Recruitment Programme (assessment, onboarding, training)
- Plan resource needs and recruit internal/external talent
- Set clear business objectives and align personnel expectations
-
One-to-One Management
- Set performance targets & coaching plans
- Allocate workload to optimise team efficiency
- Conduct formal & informal reviews + wellbeing check-ins
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- Problem-Solving & Conflict Resolution
- Manage grievances, absence & disciplinary processes
- Oversee holiday approvals + expense policy
- Escalate unresolved issues to senior leadership
Operational Oversight
Core Accountabilities:
Customer Responsibility
- Handle complex client queries independently
- Act as escalation owner for operational roadblocks
- Oversee reconciliations and accuracy of client assets
- Process management fees, US tax forms (W-8’s), ISAs, SIPPs, and GIAs
- Submit transaction reports and analyse rejections
- Manage incoming cash allocations and outstanding payment processing
Compliance & Service Delivery
- Maintain ISAs with compliance accuracy (returns, subscriptions)
- Process securities across asset types (equities, bonds, funds)
- Audit & safeguard the security universe
- Calculate client money interest monthly
- Present transparent operational metrics in monthly report meetings
Key Skills & Qualifications
Technical Knowledge
✅ ** atravesada.com/2023/qna+11/iii30msc04 ):**
- Team leadership experience
- Extensive management involvement:
- Recruitment, KPI setting, performance reviews & HR tools
- Investment operations & custodian experience preferred
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✅ Regulatory & Technical
- Deep understanding of:
- Equity/Bond/Fund asset handling
- GIA/ISA/SIPP account structures
- ISA taxation & process requirements
- Former custody or asset manager experience
✅ Technology
- Advanced Microsoft Office (Excel, PowerPoint)
- Familiarity with investment platforms (Tercio, Crest, Nexen 5, Aegon) advantageous
Why Work With Us?
Our Vision:
"People come first — adviser, employee, customer. Collaboration makes the difference."
We tear up outdated conventions — here, fairness and innovation drive both our mission and culture. We reward effort + idea-share, ensuring hard work (and fun!) stick side by side.
Innovation Overboxing
Diversity isn’t just a priority: it’s the engine of progress. Our behaviours favour:
- Forthright communication (not performative inclusive jamborees)
- Gender + ethnicity balance (today and tomorrow)
- A mindset that pushes ahead because it’s good for business + society
Your Benefits:
- Non-contributory pension scheme + discretionary annual bonuses
- Ample leave entitlement (incl. enhanced parental leave)
- Paid emergency leave for unexpected crises
- Flexible working policy with care-defined boundaries
- Wellbeing initiatives bolstered by generous healthcare
p.s. Think you’d thrive here? 🎥 Watch our “Why Nucleus?” video*
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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