Overview
We have an exciting opportunity for a Wealth and Investments Client Administrative Services Associate to join our Chief Administration Office in Newcastle. This is a permanent, full-time role requiring 4 days in the office at our Newcastle office.
Responsibilities
- Carry out client call backs and direct client emails relating to change of bank details, W8-BEN form queries, and regulatory requirements
- Support the central client reallocation process for client portfolio leavers across the branch network, liaising with client-facing teams, operations, and IT
- Manage operational event processes, including logging, quality assurance, and escalation to resolution
- Assist with bereavement process management and support process redesign initiatives
- Produce client-facing team support material and management information for data remediation projects, including tracking progress and completion rates
- Provide regular updates to client-facing teams through meetings, Teams communications, and regional calls on client reallocations and regulatory findings
- Support the requirements, testing, and roll‑out of automated and semi‑automated workflow solutions to optimise processes
- Analyse business data and management information, constructing summary reports for meetings, forums, and committees
Qualifications
- Demonstrable experience in financial services client administration or operations
- Strong analytical skills with the ability to construct reports and identify process improvements
- Excellent organisational and time‑management skills with the ability to manage multiple competing priorities
- Professional communication skills, both written and oral, with the ability to influence stakeholders
- Robust data management and IT proficiency
- Ability to develop and maintain strong working relationships across multiple teams and departments
Nice-to-have
- Knowledge of regulatory requirements within wealth management and financial services
- Experience with workflow automation or process optimisation projects
- Familiarity with client lifecycle management or bereavement processes
- Job skills: Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management
Benefits
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high‑performing team
- A world‑class training program in financial services
