Private Client Administrator

Our client is a
leading specialist asset manager
renowned for its commitment to sustainable investing and delivering exceptional service to private clients. With over £20 billion in assets under management and a strong reputation built over more than 35 years, the firm prides itself on forging long-term, transparent relationships with both clients and employees.As part of ongoing growth, they are looking to hire a
Private Client Administrator
to join their close-knit team in London.Role Overview
The Private Client Administrator will work closely with the Private Administration team to deliver high-quality service to private clients and internal stakeholders. This is an excellent opportunity for someone with solid client service experience looking to join a collaborative, sustainability-focused investment manager.Key Responsibilities:Complete daily operational tasks, including control reports and data feedsAssist with onboarding new client accounts and eventually manage own client onboarding processesMaintain and develop relationships with a small book of existing clientsSupport periodic reviews and due diligence processes, including verification checks and record updatesManage client data on internal and external systems, ensuring accuracy and complianceProvide audit statements and supporting documentation as part of regular reportingSupport data cleansing projects and system updatesAssist senior team members in resolving client queriesLiaise with third-party consultants, audit firms, and internal teams to coordinate client requirementsManage the team inbox, ensuring prompt and professional responses to all enquiriesSupport ad hoc processes such as account closures and asset transfersCandidate Requirements:2–4 years’ experience in client servicing or a similar administrative role within financial services (preferred)Basic understanding of private client or investment management servicesExcellent organisational skills with the ability to prioritise work effectively and manage multiple tasks simultaneouslyConfident communicator with strong written and verbal skillsComfortable dealing directly with clients and colleagues at all levelsStrong numerical, analytical, and IT skillsAbility to quickly learn and adapt to internal systems and proceduresSelf-motivated and able to work unsupervised while contributing to team goalsCore Values:
Candidates should demonstrate the ability to act in line with the firm’s core values, promoting ethical business conduct and a client-focused approach in their daily work.Location:
London, with a collaborative and supportive office-based environment.If you believe your experience aligns with the requirements of this opportunity, please apply with a copy of your CV.Please note this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.Mason Blake acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.Apply for this job#J-18808-Ljbffr
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!