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Permanent

Client Services Administrator

Pannal
money-bag 30000.00-30000.00 Annual
2982503471
Posted 2 days ago

Client Services AdministratorSalary: 30,000 - 32,000 + Bonus Location: Harrogate (Hybrid - 2 days WFH)Hours: Monday - Friday, Full-time, PermanentDo you want to be part of a dynamic and growing wealth management group? Our client is looking for a proactive and detail-oriented Client Services Administrator to join their Investment Management team in Harrogate. This role offers the opportunity to support a well-established team in delivering exceptional service to private clients, while also contributing to process improvements and operational efficiency.Key Responsibilities of the Client Services Administrator: Provide secretarial and administrative support to the investment management team. Compile reports, onboard clients, manage filing, and handle other administrative duties. Liaise with clients on behalf of Investment Managers, including taking instructions and booking meetings. Maintain and update client files and records, including new client setup and deletions. Process account opening forms and liaise with compliance, operations, and financial planning teams. Support quarterly valuation processes and client communications. Provide information to third parties such as SIPP providers, solicitors, and accountants. Coordinate with operations on cash movements, including ISA subscriptions and transfers. Monitor daily cash balances and manage fund transfers. Generate management information from suitability logs using Excel. Assist in creating PowerPoint presentations for inv

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