Client Operations Administrator

A well-established US wealth manager, listed in the NYSE and part of the S&P 500, is recruiting for a client administrator within the operations team in the wealth management arm of the business in London.

About the Role

We are seeking a proactive and detail-oriented Client Administrator to join our Operations team in London. In this role, you will support a variety of administrative duties, including document screening, account opening, deceased account processing, handling technical queries, and participating in ad hoc projects.

Key Responsibilities

• Screen anti-money laundering (AML) documentation for various account types, including GIA, ISAs, Pensions, OPBs, and Trusts.
• Validate documents such as cheques and W-8 forms.
• Manage account opening processes and continuously monitor pending accounts.
• Administer deceased accounts, including requesting probate valuations.
• Handle account closures, including calculating and deducting closing fees.
• Allocate valid W-8 forms to accounts and chase expired documentation.
• Perform all types of static data amendments.
• Process client and provider payments, initial ISA subscriptions, internal client journals, and set up regular payments, standing orders, and income sweeps.
• Deduct ad hoc charges such as custody, financial adviser, management, and valuation fees.
• Address all client administration and internal/ external queries within agreed service levels.

Skills and Experience Required

• Experience working in the wealth management / stock broking or financial services industry
• Experience in either AML and/or account opening/ account closing /client administration and support
• Knowledge of ISAs/IFAs/OBPs/GIAs and/or Pensions
• Effective both independently and as part of a team.
• Capable of working under pressure and meeting deadlines.
• Quality-oriented with attention to detail.
• Strong interpersonal and communication skills, both verbal and written.
• Excellent organisational and time management skills.

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