Manages client services administration for a portfolio of companies and trusts, including client reviews, transactions, statutory filings and records.
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
