Our client is a leading Boutique Asset Management firm, renowned for their culture. Due to continued success, they are now seeking a skilled Senior Client Administrator to join their dedicated team on a permanent basis.
Reporting directly to the Head of Client Services, the Senior Client Administrator will take on the following dynamic responsibilities:
- Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.
- Maintain existing client accounts, conducting periodic AML reviews and managing agreements and sub-accounts.
- Coordinate with third parties on custodial matters and derivative/FFX account openings.
- Cultivate ongoing client relationships where suitable.
- Handle client queries comprehensively, including reporting, cash transactions, custody, and transitions.
The ideal candidate for this role will possess the following skillset:
- Proficient in client onboarding procedures, with expertise in KYC/AML/CFT regulations, MIFID, EU Directives, and global tax reporting.
- Minimum of 2 years' experience in a similar role, demonstrating sound knowledge of asset management company structures.
- Preferred experience in private client portfolio administration and relevant industry qualifications such as IOC.
This presents a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Asset Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.
If your experience resonates with the outlined criteria, please submit your CV for consideration.