Administration/Client Relationship Assistant

The Role
A truly unique opportunity to join a multi-Family Office/investment manager whose core competency is implementing bespoke investment solutions for wealthy families, individuals, and institutional investors. This new, client facing role offers a varied and interesting set of responsibilities.

Key Responsibilities

Reporting to Client Relationship Manager
Primary point of contact for client inquiries (face to face, telephone, email etc.).
Manage the full client onboarding lifecycle, including KYC/AML and platform integration (an established framework is in place and full training will be given)
Prepare client materials and maintain accurate records.
Coordinate client meetings and process account documentation.
Assist with client communications and resolve service requests.
Note taking at client meetings.
Collaborate on operational tasks and assist with ad-hoc projects.
Basic manipulation of data in MS Excel.

Successful Applicant

A good level of academic achievement, University graduate, A level, GCSE etc.).
Competent with Excel desirable.
Previous experience in an office based/corporate environment
in a task-oriented role.
Excellent organisation & time management skills.
Excellent communication – confident liaising with clients and SLT.
Proactive attitude to task management & delivery.
Comfortable working in a regulated environment.

We regret that due to the high volume of applications we receive, if you have not heard from us within 10 days, your application has not been successful on this occasion. However, please do continue to apply for jobs advertised by Walker Dendle.
Walker Dendle Limited acts as an employment business for temporary positions and an employment agency for permanent positions. Walker Dendle is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the terms available on our website.