We have a fantastic opportunity for an experienced individual to join our client as a Senior Client Services Administrator. Reporting to the Customer Services Manager, this role would suit a high performing new business/customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.
The Role...
Core responsibilities including:
Reviewing new business applications for quality and regulatory Anti- Money Laundering and Counter Terrorism Financing control purposes
Ensuring that new business applications have been accepted and processed in line with internal guidelines & procedures
Handling client set up and ongoing servicing on the Customer Relations Management system and, including web support
About You...
You will need:
Proven prior experience within a customer services role within Investments or Life Assurance.
The ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed
Excellent report-writing and analytical skills
The Reward...
Competitive salary with a benefits package including, 28 days annual leave, inclusive of Public Holidays, Generous discretionary bonus scheme, On site gym and more!
Join our client as a Senior Operational Controller. Your role will be essential in ensuring timely deliverables, issue resolution, and effective operational controls.
The Role…
As a Senior Operational Controller, your responsibilities will encompass a wide range of critical duties, including:
Understanding and troubleshooting across the end-to-end operating models with service providers.
Performing transactional processing, including Corporate Actions, Trades, Dividends, Payments, Prices, and Fees across all platforms
Monitoring transaction status and reconciliation reports, promptly addressing exceptions
Providing support for client cash inflows and outflows
Reviewing client reports and ensuring the highest quality output for clients
Running and distributing reports for various purposes
Recording and tracking issues raised with service providers, including review of SLD and KPIs
Supporting the new client onboarding process
Maintaining and updating compliance rules in relevant systems
Offering support and deputising for the senior leadership team
About You…
To excel in this role, you should meet the following qualifications and qualities:
Proven track record working within a similar position with fund or investment administration
Sound understanding of investment management operations, including industry knowledge, market dynamics, and financial instruments
Familiarity with regulatory obligations such as MiFID II and EMIR
Intermediate-level proficiency in Excel and Word
Experience in dealing with 3rd party service providers, including the creation/review of SLD and KPI frameworks, is a plus
Join our client as a Client Services Director! We're looking for a dynamic leader to manage client relationships, drive business growth, and ensure operational excellence.
The Role…
As Client Services Director, you will:
Provide client and team management support for exceptional service
Lead company development initiatives
Exceed financial targets while optimising costs
Improve processes for operational excellence
Foster a culture of shared responsibility
Act as the primary client contact, ensuring quality deliverables.
Embed risk management practices
Proactively seek new business opportunities
Manage staff and profitability
Review and optimise fee arrangement
About You…
To excel in this role, you should have:
Strong leadership and relationship skills
Pragmatic and results-oriented approach
Resilience and adaptability
Excellent communication and organisational skills
Commercial acumen and innovation
Relevant industry knowledge and experience
Commitment to high-quality service
Offshore financial services expertise
Membership in a relevant Financial Institute
Proven leadership and regulatory experience
Effective recruitment skills
The Reward…
Inclusive and diverse work environment
Competitive salary & benefits package
Continuous learning and development
Opportunities across an international network
Join our client as a Senior Operational Controller. Your role will be essential in ensuring timely deliverables, issue resolution, and effective operational controls.
The Role…
As a Senior Operational Controller, your responsibilities will encompass a wide range of critical duties, including:
Understanding and troubleshooting across the end-to-end operating models with service providers.
Performing transactional processing, including Corporate Actions, Trades, Dividends, Payments, Prices, and Fees across all platforms
Monitoring transaction status and reconciliation reports, promptly addressing exceptions
Providing support for client cash inflows and outflows
Reviewing client reports and ensuring the highest quality output for clients
Running and distributing reports for various purposes
Recording and tracking issues raised with service providers, including review of SLD and KPIs
Supporting the new client onboarding process
Maintaining and updating compliance rules in relevant systems
Offering support and deputising for the senior leadership team
About You…
To excel in this role, you should meet the following qualifications and qualities:
Proven track record working within a similar position with fund or investment administration
Sound understanding of investment management operations, including industry knowledge, market dynamics, and financial instruments
Familiarity with regulatory obligations such as MiFID II and EMIR
Intermediate-level proficiency in Excel and Word
Experience in dealing with 3rd party service providers, including the creation/review of SLD and KPI frameworks, is a plus
Join our client as a Client Services Director! We\'re looking for a dynamic leader to manage client relationships, drive business growth, and ensure operational excellence.
The Role…
As Client Services Director, you will:
Provide client and team management support for exceptional service
Lead company development initiatives
Exceed financial targets while optimising costs
Improve processes for operational excellence
Foster a culture of shared responsibility
Act as the primary client contact, ensuring quality deliverables.
Embed risk management practices
Proactively seek new business opportunities
Manage staff and profitability
Review and optimise fee arrangement
About You…
To excel in this role, you should have:
Strong leadership and relationship skills
Pragmatic and results-oriented approach
Resilience and adaptability
Excellent communication and organisational skills
Commercial acumen and innovation
Relevant industry knowledge and experience
Commitment to high-quality service
Offshore financial services expertise
Membership in a relevant Financial Institute
Proven leadership and regulatory experience
Effective recruitment skills
The Reward…
Inclusive and diverse work environment
Competitive salary & benefits package
Continuous learning and development
Opportunities across an international network
Our website uses cookies, including those from our partners, to ensure proper functioning and performance. By agreeing to the use of cookies and similar technologies, you can help us to improve user experience, analytics and marketing - find out more here - cookies policy
You can make your choice below, and modify this at any time through the 'cookies management' section found in the website footer. Your choices are kept for 6 months. Thank you!
Below is the list of cookies used on our website. You can accept or refuse the use of cookies by purpose (which implies the acceptance or rejection of all cookies concerned by this purpose). Please consult our cookies policy, thank you!
You can also use your social account to sign in. First you need to:
Accept Terms & Conditions and Privacy Policy.