Client Administration Team Assistant

• Client: Global Banking Industry
• Contract duration: 1 year
• Location: London, UK
• Hybrid Working Model
• Contract Start Date: ASAP
• £230 PAYE Inside IR35

Description

Department/Job Overview:

Working within the ARM team supporting an experienced, senior ARM with their workload and relationship manager client books.

Key Responsibilities:

• Handling inquiries from clients and adhering to a high level of client servicing standards to assist RMs, such as managing payments, asset transfers and updates to their records with a keen focus on record keeping.
• Preparing and distributing client related administrative documentation; support RMs in client after-sales tasks; scheduling follow up calls & meetings; coordinating marketing events invitations and approvals.
• Making sure RMs are informed with regards to all business transaction records and client interactions.
• Assisting in account opening and closing processes, ensuring that the proper documentation is obtained in line with AML requirements and conducting KYC due diligence searches.
• Processing all client payment instructions in a timely manner relating to both internal and external requests;
• Updating clients’ account/market information in the system accurately and making sure all documentation is handled sensitively.

Qualifications

Essential Skills:

• Good command of written and spoken English.
• Results-oriented, highly organised, able to manage a complex workload and prioritise accordingly.
• Advanced level of Excel and PowerPoint knowledge.
• Demonstrate interest in financial markets and daily market movements.
• Outstanding presentation and communication skills; positive personal impact.
• Strong client focus but also has the ability to say no to clients when required.
• Ability to anticipate risk and to react / call out appropriately.
• Collaborate effectively and enthusiastically across the platform, ability to manage work well as part of a broader team.

Experience Level:

• Financial industry experience required with preference in Wealth Management

Education

• Degree preferable, IAD level 4 preferable