My client is a rapidly growing and leading provider of investment / wealth management services with an impressive track record of success.
They are looking to recruit a Client Administration Manager who will lead and manage a team as well as being responsible for the oversight of a wide range of tasks including but not limited to all aspects of client onboarding (for their UK & US platform) and the maintenance of ongoing accurate client static data. You will also oversee and work on various projects in relation to developing greater operational efficiencies.
This person will also need to come from a similar profile of business - investment management / wealth management / stock broking and have a strong knowledge (c. 5 years' experience) of retail investment products, such as GIA/ISA/OPB & SIPP products.
To be successful in your application you will need to possess strong and proven leadership skills and a positive client service mentality and approach. The initial focus will be for this person to get involved in the day to day activities of the team and also contribute to projects and enhancement of processes - so evidence of this would be extremely beneficial.
Identify, develop and implement new processes across the team, ensuring all staff are fully conscious of the need to maintain quality and minimise risks
Key Qualities and Experience:
Charles Levick Limited are a leading global financial recruiter providing innovative solutions across Capital Markets, Financial and Professional Services organisations. Founded in 2008, Charles Levick is privately owned and operates from offices based within the City of London and New York.
A truly independent company with a global reach, we pride ourselves on delivering honest and intelligent guidance developing long term sustainable relationships. Our breadth of expertise and services allow us to deliver solutions across our sectors ranging from junior analyst through to C-Suite requisitions, all delivered with exceptional levels of attention to detail and service that have helped us to grow into the organisation we are today.
We have managed to build an enviable reputation partnering a diverse range of large and small organisations initially within London, but now globally, actively supporting clients across Europe, Asia and the US. With decades of experience, we have been able to develop a substantial knowledge of our markets as well as building loyal relationships with our clients and candidates.
Our business is devised of 5 core areas of specialisation: