Client Administrator

Meraki Talent Limited

Posted 12 hours ago, valid for 2 days

Glasgow, City of Glasgow G62 6EP, Scotland

Full Time

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Sonic Summary

Meraki Talent is looking for a proactive Client Administrator to join their team in Glasgow for a 7-month fixed-term appointment.
The role involves managing client administration processes, handling documentation, and ensuring compliance with CASS regulations.
Candidates should have experience in a similar role within Financial Services, though it is not essential, along with GCSEs in English and Maths.
Proficiency in MS Office, especially Excel, and strong communication skills are required for this position.
The salary for this role is competitive, and hybrid working options are available.

Meraki Talent are seeking a proactive and detail-oriented Client Administrator to join a collaborative team in Glasgow. This role is pivotal in ensuring the smooth and efficient operations of our client services, providing comprehensive administrative support while delivering an excellent customer experience. Key Responsibilities:

Manage client administration processes, including client onboarding, AML checks, and account openings/amendments.
Handle client documentation — processing, retention, and dispatch.
Respond to client queries via phone and email, ensuring timely and accurate communication.
Liaise with Investment Managers and Financial Advisers to track and chase outstanding client documentation.
Update internal systems and maintain accurate client records.
Ensure processes align with CASS regulations, escalating issues as needed.
Support team members by sharing knowledge and acting as a Subject Matter Expert (SME) within the business area.

Requirements:

Experience in a similar role within Financial Services is desirable but not essential.
GCSEs in English and Maths
Proficiency in MS Office, especially Excel.
Strong written and verbal communication skills.
A methodical approach with keen attention to detail.

This is a 7month fixed term appointment, offering hybrid working. Apply Now Is this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Financial Services, Administration, Client Services'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.” Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’

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