Client Administrator - Part Time - Financial Services

Meraki is working with an established Investment firm based in the City. Our client is looking for a Client Administrator with proven experience within Financial Services.

You will have a strong understanding of compliance and regulations within FS, and experience with AML processes.

This role is part-time, working 28 hours (4 days per week). Offering 1-day WFH per week. The successful candidate must have a reason for wanting part-time, as this is a permanent role.

Client Administrator Responsibilities:

• Opening client accounts whilst adhering to AML regulations
• Provide admin support for portfolio transfers
• Updating client information on the system
• Obtain and review CGT (Capital Gains Tax) information
• Process account closures
• Prepare, manage and file client correspondence and records
• Handle incoming calls promptly, taking accurate messages and presenting a good image of the company
• Administration support such as reception cover and helping set up for meetings

Essential Skills/Knowledge:

• Proven experience within a client-facing administrative role within Financial Services
• Understanding of regulations and compliance within FS
• Excellent attention to detail
• Written and verbal communication skills

Next Steps
For a private and confidential discussion regarding this excellent permanent opportunity, please don’t hesitate to contact Jodie White, available on or please call me on .