Aldrich & Co
Client Services Executive, Investment Management 22972
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Client Services Executive, Investment Management 22972
£35,000 - £40,000 + bonus + benefits
Hybrid 3/2
Are you a client-focused Administrator, with 1-2 years’ experience in client administration in financial services?
Are you highly organised and a strong communicator? You’ll be building relationships and supporting a dedicated portfolio of private clients – so you must enjoy delivering a seamless service.
Do you want to be valued? Use your initiative? Take ownership of the administration and organisation?
If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.
What you’ll be doing day to day:
Client Onboarding
- Supporting clients and intermediaries throughout the full onboarding lifecycle
- Preparing and managing account opening documentation
- Assisting clients with documentation completion and advising on Source of Wealth and KYC requirements
- Monitoring account opening progress and providing regular updates to clients and client owners
- Liaising with external service providers, including third-party custodians, pension providers
- Coordinating the transfer of new assets into client accounts
- Completing simple tax forms as needed
- Ensuring all account opening packs are compliant and up to date
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Client Administration & Servicing
- Processing a wide range of client requests - withdrawals, new account setups, ISA subscriptions, asset transfers and account closures
- Responding to ad-hoc client and adviser queries
- Producing client meeting reports using Excel and PowerPoint
- Managing the setup and distribution of quarterly valuation letters
- Initiating and following processes through to completion
- Requesting and processing documentary evidence for changes in client circumstances
- Maintaining accurate and compliant client records within the CRM
- Ensuring key documents are current and compliant, including ATRs, Fact Finds and DMAs
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Client Executive Team Administration
- Managing diaries, inboxes, organising travel and events
The skills you need to bring:
- 1-2 years’ experience in financial services client administration
- Confidentiality and discretion when handling sensitive information
- Ability to prioritise competing deadlines
- Exceptional written and verbal communication skills
- Strong organisational skills and attention to detail
- Strong MS Office
- A proactive and solutions-focused approach
- Adaptability and flexibility in a fast-paced, client-driven environment
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