Client Administrator
- Recruiter
- Page Personnel Finance
- Location
- Liverpool
- Salary
- 20000.00 - 22000.00 GBP Annual
- Posted
- 17 Jun 2022
- Closes
- 29 Jun 2022
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Page Personnel is working with a well known investment firm based in Liverpool city centre to recruit a Client Administrator. There are a number of roles being recruited as the company is growing massively so it would be a really exciting time to be joining.
Client Details
Due to their exponential growth, there are various Client Administrator positions being recruited as this company continues on its exciting journey.
Description
As Client Administrator, you will provide support to a private client and charity focused investment team, focusing on administrative support and project management. Duties will include:
- Working closely with the operations team with regards to administration responsibilities
- Researching and resolving client queries
- Data analysis using spreadsheets and collating information for reporting purposes and meetings with clients
- Managing cash transfers and foreign exchange transactions for clients
- Compliance with FCA requirements, attending annual compliance briefings and attending seminars where needed
- Building trusting relationships
- Maintaining client files and KYC records
- Overseeing any projects to support new initiatives
Profile
The successful applicant to this Client Administrator role must have:
- Experience in a client facing role, ideally within financial services
- Excellent communication skills and able to build good relationships
- Advanced excel knowledge and strong analytical skills
- Understanding of compliance and knowledge of FCA regulations
- Attention to detail
Job Offer
The business offers a wide variety of benefits on top of a competitive salary which includes:
- Hybrid/flexible working
- Company bonus
- Share save scheme
- Excellent holiday allowance
- Company pension scheme
- Excellent training and ongoing support