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!