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 Power Point
• 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.

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