Client Services Administrator
?? Sunderland | Full-Time | Permanent?? Financial Services | Wealth Management Support
Our client, a well-established and growing financial planning firm based in Sunderland, is seeking a proactive and detail-oriented Client Services Administrator to join their collaborative support team. This is an excellent opportunity for someone with a background in financial services administration who thrives in a client-focused environment and enjoys working as part of a close-knit team.
About the Role
As a Client Services Administrator, you will play a key role in supporting financial advisers and client relationship professionals in delivering a high-quality service to a portfolio of private clients. You’ll be responsible for managing client documentation, coordinating review processes, and ensuring that all administrative tasks are completed efficiently and in line with regulatory standards.
This role is ideal for someone who enjoys variety, takes pride in accuracy, and is confident communicating with clients and providers alike.
Key Responsibilities
1. Prepare and process new client documentation, ensuring compliance with AML and KYC requirements.
2. Maintain accurate and up-to-date client records using internal CR...