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Client Operations Administrator
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A well-established US wealth manager, listed in the NYSE and part of the S&P 500, is recruiting for a Client Administrator within the operations team in the wealth management arm of the business in London.
About the Role
We are seeking a proactive and detail-oriented Client Administrator to join our Operations team in London. In this role, you will support a variety of administrative duties, including document screening, account opening, deceased account processing, handling technical queries, and participating in ad hoc projects.
Key Responsibilities
- Screen anti-money laundering (AML) documentation for various account types, including GIA, ISAs, Pensions, OPBs, and Trusts.
- Validate documents such as cheques and W-8 forms.
- Manage account opening processes and continuously monitor pending accounts.
- Administer deceased accounts, including requesting probate valuations.
- Handle account closures, including calculating and deducting closing fees.
- Allocate valid W-8 forms to accounts and chase expired documentation.
- Perform all types of static data amendments.
- Process client and provider payments, initial ISA subscriptions, internal client journals, and set up regular payments, standing orders, and income sweeps.
- Deduct ad hoc charges such as custody, financial adviser, management, and valuation fees.
- Address all client administration and internal/external queries within agreed service levels.
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Skills and Experience Required
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- Experience working in the wealth management / stock broking or financial services industry
- Experience in either AML and/or account opening/account closing/client administration and support
- Knowledge of ISAs/IFAs/OBPs/GIAs and/or Pensions
- Effective both independently and as part of a team.
- Capable of working under pressure and meeting deadlines.
- Quality-oriented with attention to detail.
- Strong interpersonal and communication skills, both verbal and written.
- Excellent organisational and time management skills.
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