Senior Client Services (6-months)

A highly respected and long-established investment management firm is seeking to appoint a Senior Client Services Administrator to support its specialist team on a 6-month contract. This position offers the opportunity to join a values-driven organisation with a strong commitment to sustainability and responsible investment.The successful candidate will play a key role in delivering high-quality service to a portfolio of clients, working closely with Investment Managers and internal stakeholders to ensure operational excellence and regulatory compliance.

Key Responsibilities

• Lead client onboarding and account setup, coordinating with internal teams and third parties.
• Maintain and update client accounts, ensuring compliance with AML and regulatory standards.
• Respond to client queries related to reporting, transactions, custody, and transitions.
• Provide timely and efficient support to Investment Managers and attend client meetings as required.
• Mentor junior team members and contribute to the continuous improvement of administrative processes.
  
  Candidate Requirements
• Strong experience in a similar role within asset or wealth management.
• Understanding of AML, MIFID, FATCA/CRS, and client onboarding procedures.
• Experience with charity portfolio administration is advantageous.
• Excellent communication, organisational, and analytical skills.
• Confidence in dealing with clients and colleagues at all levels.
  
  Why Join This Firm
• A collaborative and professional environment that values long-term relationships.
• Hybrid working environment with Central London offices.
• Meaningful work supporting charitable organisations and socially responsible investment.
  
  
  

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