Job Description Client Services Administrator
Location: Harrogate (Hybrid Working- 3 days in office)
Salary: £27,000 plus benefits
A fantastic opportunity has arisen for a highly organised and proactive Client Services Administrator to join a prestigious investment management team based in Harrogate. This role offers the chance to support a leading wealth management business that provides a full range of investment services to private clients, with an outstanding reputation for client care and professional excellence.
You will play a vital role in supporting the investment management team, liaising directly with clients and intermediaries, and ensuring the smooth onboarding of new clients. This is a great opportunity for someone who is passionate about delivering exceptional service, is detail-oriented, and thrives in a busy, professional environment.
Key Responsibilities:
Provide comprehensive secretarial and administrative support to the investment management team.
Liaise directly with clients on behalf of Investment Managers, taking instructions and booking meetings.
Assist with client onboarding, preparing reports, maintaining client records, and ensuring all documentation is compliant and up to date.
Support the quarterly valuation process, including dra...