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5-S Analyst/SD
Client Administrator (Client Servicing Analyst) – NO DIRECT EXPERIENCE REQUIRED
12 month FTC
Victoria
Competitive Salary
Hybrid Working – 2 days from home
9am – 5:30pm
The Client:
A successful and established investment firm headquartered in London with additional offices in Europe and the US. With just under 300 in London, this firm are highly collaborative, friendly and encouraging of internal growth and progression!
The Client Administrator Role:
This is a fantastic opportunity for someone with some experience of administration and a strong level of attention to detail who is looking to launch their career in the finance industry!
This is a Client Administrator position, which will involve providing data and onboarding / offboarding support for clients.
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Responsibilities will include (but are not limited to):
- Setting up new clients on the database / CRM system – inputting key details and processing documentation
- Transition of assets for new and leaving clients
- Processing internal transfers as per Front Office requests
- Administration of deceased or departing clients
- Maintaining client data – updating details as per amendment requests and processing receipts
- Ad-hoc support to the team.
Please note that this is a back office (non client-facing) position.
Candidate Specification:
No prior experience within financial services is required. This role would best suit an individual who has gained some administration experience who is looking to begin their career in investments!
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Excellent attention to detail – experience of working with data would be a plus
Team-oriented as well as being self-motivated and able to work on own initiative.
Additional Information
- Salary is competitive and dependent on experience
- 12 month FTC
- The business offer excellent benefits including a discretionary bonus, above market average pension contributions and a range of health / wellness benefits
- Hours are 9am – 5:30pm in the central London (Victoria) office, with a hybrid working model of 2 days from home.
If you are looking to commence your career within financial services on a FTC, please apply today!
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