Senior Client Services Administrator

Our client seeks a Senior Client Services Administrator to join their team and promote the highest standards of client relationship management. Key Responsibilities:

Act as a Senior Administrator for a portfolio of Clients Companies and Trusts. Assist in the management and review of, Investments and other client assets, including the review of related documentation. Preparation of minutes/resolutions. Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales.

Opening and managing client bank accounts, including preparing payment instructions. Undertake relevant Statutory Filing. Process Financial Transactions such as Dividends, Distributions and Loans. Maintain Company and Trust records, including due diligence. Participate fully in ad hoc projects/committees as required.

To provide accurate time recording to ensure the correct fee income is derived.Contribution to the maintenance and improvement of internal customer efficiency. Undertaking of billing, including work in progress and debt management. Key Skills and Experience:

Experienced in Financial Services (Trust and Company) administration functions. Minimum 5 years CSP/TSP knowledge. Initiative-taking and can work under pressure. A practical understanding and application of high-quality client service delivery. Ability to identify problems and resolve. Good verbal, written communication, and people skills, with the ability to present concepts in a clear and concise manner.

History of high-quality delivery of client service. Regulatory Knowledge and Awareness of FSA Anti Money Laundering Requirements & Proceeds of Crime Procedures. If you have the required skills please apply online at searchandselect.com quoting reference number: 16648