Client Administration Manager, Investment Services  …

Charles Levick
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
GBP50000 - GBP55000 per annum
Charles Levick
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
GBP50000 - GBP55000 per annum
Charles Levick
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 and US Platform.

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.

Main Responsibilities:

Identify, develop and implement new processes across the team, ensuring all staff are fully conscious of the need to maintain quality and minimise risks

  • Lead, motivate and develop all direct reports, ensuring morale is kept high
  • Set goals and monitor staff performance using the appraisal process
  • Be aware of staffing resource requirements, interview, hire and monitor the training & performance of all new staff
  • Coordinate workload and provide support across the team
  • Determine & monitor team Key Performance Indicators "KPI's
  • Provide technical advice and help resolve all escalated complex problems raised both internally and externally, ensuring they are fully resolved in a timely manner
  • Ensure that systems, procedures and controls are in place both to achieve quality operational standards, and to ensure compliance with regulations and guidance on best practice
  • Work to ensure that all team members have the correct training and tools to undertake their duties to the highest standards, delivering a high-quality service in accordance with the company's & department procedures
  • Review and maintain robust departmental procedure manuals
  • Ensure accurate controls and records are maintained
  • Produce monthly management reports
  • Keep knowledge current for regulatory and industry developments through reading and attendance at relevant seminars
  • Participate in industry groups as Firm representative, CISI, TISA, PIMFA and other relevant organisations
  • Support senior management on client initiatives

Key Qualities and Experience:

  • Desire to be involved with all aspects of the business taking a hands-on approach
  • Ability to expand and grow with the business
  • Able to work effectively, both independently and as part of a team
  • Demonstrates a positive attitude reflected in day to day conduct
  • Able to provide pragmatic advice
  • Uses initiative and applies knowledge acquired to problem solving
  • Ability to work under pressure and to deadlines
  • Quality orientated.
  • Advanced interpersonal and communication skills (verbal, written & listening)
  • Strong organisational and time management skills with the ability to multi-task

Company Overview

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:

  • Operations/Infrastructure
  • Compliance
  • Risk & Actuarial
  • Change, Transformation & Technology
  • Fintech
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