Operations Administrator – Client Admin FTC
Charles Stanley · London, England, GB
As an Operations Client Administrator, you’ll be part of a high‑performing operations team responsible for ensuring clients receive a seamless, accurate and...
Job description
About the Role: As an Operations Client Administrator, you’ll be part of a high‑performing operations team responsible for ensuring clients receive a seamless, accurate and compliant service. Your work will span client onboarding, account maintenance, technical queries, and ad hoc project support, all while upholding a strong Service 1st culture. This role is a 12 Month FTC. Key Responsibilities: Client Onboarding - Review and screen AML/KYC documentation across all account types (GIAs, ISAs, Pensions, OPBs, Trusts). - Validate key documents including cheques and W‑8 forms. - Open new accounts and monitor outstanding onboarding items. - Handle internal and external onboarding queries within agreed service levels. Client Administration: - Manage deceased accounts, including probate valuation requests. - Process account closures and calculate closing fees. - Maintain and update static client data. - Allocate and track W‑8 forms and other regulatory documentation. - Process payments, journals, ISA subscriptions, standing orders, and income sweeps. - Apply ad hoc charges (custody, adviser, management, valuation fees). - Respond to client and provider queries promptly and professionally...