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