Client Services Administrator - #2081577

A leading UK wealth-management and investment services firm is seeking a Client Service Administrator to support its investment teams and deliver an exceptional client experience. The organisation is well-established, highly reputable, and known for providing long-term financial planning and investment management services to private clients, charities, and institutions.

About the Role

This is a client-facing position responsible for service delivery and relationship management. The role acts as the primary contact for all Client Lifecycle tasks and queries, ensuring smooth end-to-end administration and supporting the operating model for the local investment management team. Although embedded locally, the role works within a centrally managed framework.

Build and maintain strong relationships with clients and internal stakeholders, using business and client knowledge to deliver excellent outcomes

Manage all stages of the client lifecycle to ensure a timely, efficient experience

Act as the main liaison between clients, investment teams, operations, and other stakeholders, ensuring clear communication throughout

Follow all lifecycle processes in line with the Operating Model, including account opening, onboarding, transfers, payments, amendments, and quarterly valuations

Gather required information and produce client summaries and welcome letters

Work with colleagues and wider admin functions to share knowledge and improve processes

Serve as the first point of contact for administration queries, including attending client meetings and leading discussions on admin matters

Handle more complex processes such as estates, deceased clients, and probate

Broad understanding of lifecycle processes and the firm’s products and services

Measures of Success

High accuracy in maintaining client support systems and data

Identification and escalation of opportunities for operational efficiency and process improvement

Full ownership of administration activity, reducing the admin burden on Investment Managers

Active participation in Client Support meetings and contribution of best-practice ideas

Effective collaboration across teams and departments

Proactive involvement in project work or working groups

Positive engagement with change and new technology

Consistent demonstration of the firm’s values

About You

Experience in a similar Financial Services role managing end-to-end administration processes

Client-facing experience (desirable)

Investment Operations Certificate (desirable)

Progression from a CSA role or equivalent external experience

GCSEs (A–C) in English and Maths or equivalent

Broad understanding of the firm’s proposition suite

Knowledge of the regulatory environment

Understanding of the products and services offered

Apply today if this sounds like the role for you!