Wealth and Investments Client Administrative Services Associate

Opportunity

We have an exciting opportunity for a Wealth and Investments Client Administrative Services Associate to join our Chief Administration Office in Newcastle.

This is a permanent, full‑time role requiring four days a week in our Newcastle office.

Responsibilities

• Carry out client call‑backs and direct emails regarding changes of bank details, W8‑BEN form queries, and regulatory requirements.
• Support the central client re‑allocation process for client portfolio leavers across the branch network, coordinating with client‑facing teams, operations, and IT.
• Manage operational event processes, including logging, quality assurance, and escalation to resolution.
• Assist with bereavement process management and support process redesign initiatives.
• Produce client‑facing team support material and management information for data remediation projects, including tracking progress and completion rates.
• Provide regular updates to client‑facing teams through meetings, Teams communications, and regional calls on client reallocations and regulatory findings.
• Support the requirements, testing, and roll‑out of automated and semi‑automated workflow solutions to optimise processes.
• Analyse business data and management information, constructing summary reports for meetings, forums, and committees.

Qualifications

• Demonstrable experience in financial services client administration or operations.
• Strong analytical skills with the ability to construct reports and identify process improvements.
• Excellent organisational and time‑management skills with the ability to manage multiple competing priorities.
• Professional communication skills, both written and oral, with the ability to influence stakeholders.
• Robust data management and IT proficiency.
• Ability to develop and maintain strong working relationships across multiple teams and departments.

Nice to have

• Knowledge of regulatory requirements within wealth management and financial services.
• Experience with workflow automation or process optimisation projects.
• Familiarity with client lifecycle management or bereavement processes.

Benefits

• Comprehensive total rewards programme, including bonuses, flexible benefits and competitive compensation.
• Leadership that supports your development through coaching and management opportunities.
• Opportunities to work with the best in the field.
• Ability to make a lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• World‑class training program in financial services.

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