Client Services Administrator

Company: William Rose Associates
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Job Description:

This role does not sponsor visa.

William Rose Associates are actively partnering with a financial firm based in London which is looking for someone with account opening experience from a Wealth Management background, to join its Client Services team.

ESSENTIAL SKILLS | Client Service Administrator

  1. 1+ Years’ experience in Financial Services, preferably in Wealth Management
  2. Account opening experience
  3. Awareness of anti-money laundering and know your client/due diligence requirements
  4. Excellent administration and interpersonal skills

OVERVIEW | Client Service Administrator

Seeking a meticulous professional for a Client Services Administrator position at an expanding financial services company in London. The ideal candidate will be part of a crucial support team, enabling investment professionals to maintain strong client relationships. This role is instrumental in the company’s commitment to delivering exceptional services.

You’ll contribute to a high-performing team that underpins the firm’s client-focused operations and supports its growth trajectory. This opportunity is perfect for those aiming to make a meaningful impact in a dynamic financial services setting.

Posted: April 21st, 2025