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Management assistant
Client Administrator - Part Time - Financial Services

Client Administrator - Part Time - Financial Services

Meraki Talent Limited

Posted 2 days ago, valid for 2 days

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

Meraki is collaborating with an established investment firm in the City to find a Client Administrator.
The role requires proven experience within Financial Services, particularly with compliance and AML processes.
This is a part-time position, offering 28 hours of work per week and one day of remote work.
Candidates must have a valid reason for seeking part-time work and should possess strong attention to detail and communication skills.
Salary details were not specified, but it is a permanent role requiring relevant experience.

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 StepsFor 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 .

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