Operations Client Administrator

5 Days Old

Job Title: Operations Client Administrator Location: London Department: Operations About the Role: We’re looking for a detail-oriented and proactive Operations Client Administrator to join our team. In this role, you’ll support a wide range of administrative functions including client onboarding, account maintenance, deceased account processing, and technical queries. You’ll also contribute to ad hoc projects and help maintain our high standards of service delivery. Key Responsibilities: Client Onboarding: Review and screen Anti-Money Laundering (AML) documentation for various account types (GIA, ISAs, Pensions, OPBs, Trusts, etc.) Validate documents such as cheques and W-8 forms Open new client accounts and monitor pending applications Respond to internal and external onboarding queries within agreed service levels Client Administration: Manage deceased accounts, including probate valuation requests Process account closures and calculate applicable fees Allocate and track W-8 forms, ensuring expired documentation is updated Conduct periodic reviews of provider signatory lists Perform static data amendments and client/provider payments Handle ISA subscriptions, internal journals, and regular paymen...
Location:
London
Salary:
Salary negotiable
Category:
Admin, Office, Secretarial & PA

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