Client Administrator
Title: Client Administrator Location: Chelmsford Work Pattern: Monday - Friday; Full-time Hybrid Working on behalf of a leading financial services organisation in Chelmsford, we are recruiting for an organised and detail-oriented individual to join the team as a client administrator. You will support the onboarding of client portfolios across a range of account types including GIAs, ISAs, Pensions and Trusts. Our client is ideally looking for prior experience within a similar environment and will suit someone who is looking to build their career within the industry. As well as a competitive base salary, depending on experience, our client also offers an attractive, wide-ranging and flexible package of benefits including contributing 10% of an employee''s salary to their pension, income protection, gym membership offers, the ability to purchase additional holidays and much more.Main ResponsibilitiesManaging the efficient transfer of client portfolios, including tax-wrapped accounts, taxable trading accounts, and own-name funds and OEICS.Supporting the movement of collectives between trading platforms.Monitoring and chasing outstanding transfers to ensure completion within agreed SLAs.Handling incoming transfer queries via the team mailbox - triaging, responding, and assigning as needed.ExperienceStrong administrative skills; proficient in Microsoft Excel, Outlook and IT literate.Prior work experience within a dynamic and professional setting demonstrating strong administrative
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