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Senior associate client administration

Leeds
Administration
Posted: 3h ago
Offer description

Job Description Job Purpose To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team. Key Responsibilities To work closely with the aligned Investment Managers to deliver excellent client outcomes To build relationships with clients and maintain regular contact Maintain back-office systems and client records in line with the company policies Request policy information from third party policy providers if applicable Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable Assist investment managers in the preparation of new business pitches and presentations (IM admin only) Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only) Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls To encourage client, use of portal and other digital tools, provide guidance where required. To collaborate and share best practice with colleagues Provide training and coaching to new and existing administrators as required Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue

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