Client Services Administrator - Investment Management

Posted 5 April by Ad Idem Consulting Limited Easy Apply

My client; a boutique Investment Management firm; is looking for a Client Services Administrator to join their dynamic team, to provide the highest levels of service to new and existing clients. Experience within a similar role, with KYC and AML experience is highly advantageous.


  • Written and verbal Communication skills
  • Maintain knowledge of company products
  • An ability to effectively communicate with and engage the representatives of investors
  • Working knowledge of the characteristics of the major asset classes and their appropriateness to the various circumstances of investors


  • The primary duty is to ensure you provide a high standard of service to clients and potential clients
  • Answering all client telephone enquiries effectively and promptly
  • Meeting and assisting visiting clients and potential clients
  • Representing the company at organised events
  • Ensure that clear instructions are obtained from clients where doubt exists
  • Diarising and chasing correspondence to which a reply is required
  • Checking standard letters for appropriateness and accuracy (and issuing)
  • Issue of 'non-standard’ letters
  • Maintain effective liaison with Transfer Agency Team
  • Verify signatories of instructions over a specified value
  • Tracing and dealing with 'lost’ client payments
  • Tracing and dealing with 'lost’ client correspondence
  • Chasing unpresented cheques
  • Client Relationship Management system maintenance
  • "Know Your Customer" requirements for new clients
  • Prepare Errors and Omissions forms for events originating within the team

If you have 6 months to 1 year experience in a similar position and are looking to make a move into investment management, this is an ideal opportunity for you. Two vacancies are available (1 permanent and 1 12-15 month fixed term contract)

Reference: 34835905

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