PA to Head of Private Clients/Client Services Executive, Investment Management

Salary: £35,000 - £45,000

You could be just the right applicant for this job Read all associated information and make sure to apply.

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
  
• Ass...