Client Administrator

Job Description:

Core-Asset Consulting is working with a well-established wealth management firm to recruit a Client Administrator to join their Client & Front Office Operations team on a 12-month fixed-term contract in Leeds.

This is a pivotal administrative role supporting all aspects of client data and operational processes, ensuring accuracy, efficiency and adherence to regulatory standards.

• A Levels (or equivalent)


• Minimum of 1 year's administrative experience


• Strong written and verbal communication skills


• Proficiency in Microsoft Office, including Outlook, Excel, Word and PowerPoint


• Excellent organisational skills with exceptional attention to detail


• High level of integrity, discretion and reliability


• Proactive and team-oriented approach with a strong work ethic

• Deliver comprehensive client administration support across the team


• Create, maintain and manage client records and data with a high level of accuracy


• Process account openings, change requests and payment reviews in line with documented procedures


• Ensure all activities comply with relevant regulatory requirements, including Anti-Money Laundering and FSMA standards


• Utilise internal systems to manage workflow and task tracking


• Liaise with internal departments to support effective communication and operational efficiency


• Contribute to the development and improvement of best practice procedures


• Provide team cover during absences and support ad hoc project work as required


• Maintain up-to-date knowledge of internal policies and procedures

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16393)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy.

Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.

We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.

For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDCAS