Kennedy Pearce recruits Client Administrators within the financial services sector who provide vital support to client-facing teams, ensuring operational accuracy and high-quality service delivery in regulated environments.
Typical responsibilities for Client Administrator roles include:
Supporting client onboarding processes, including KYC, AML, and documentation checks
Maintaining accurate and up-to-date client records in internal systems
Acting as a liaison between clients, advisors, and operational teams
Preparing correspondence, reports, and client updates in line with compliance standards
Scheduling meetings and coordinating with internal stakeholders
Assisting with account openings, transactions, and day-to-day client servicing
Responding promptly to client queries and ensuring issues are resolved efficiently
Monitoring deadlines and regulatory requirements to ensure service level agreements (SLAs) are met
Upholding GDPR and FCA regulatory standards across all administrative duties
Ensuring confidentiality and professionalism at all times
Kennedy Pearce places Client Administrators with strong communication skills, regulatory awareness, and a proactive approach to supporting client relationships in financial services.
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