Client Services Administrator

Posted 04 January 2021
Salary £25000.00 - £28000.00 per annum
Location
Job type Permanent
Discipline HR & Executive Support
ReferenceBBBH16769_1609772911
Contact NameAbigail Benham

Job description

Client Services Administrator

City of London

£25,000 - £28,000

My Client who are an FX Client based in the heart of the City are looking to hire a Client Services Administrator to join their growing team.

Ideal candidate would have worked within Financial Services previously and have some KYC / AML experience.

Duties as a Client Services Administrator:

  • Administrative duties including account set-up, paperwork and filing
  • Assisting with Account Management checks
  • Providing professional support to clients and partners
  • Monitoring and handling client queries in support inbox
  • Provide reports with the support of internal systems to clients or other departments
  • Assist clients with the deposit and withdrawal process and provide guidance on payment systems
  • Dealing with chargebacks
  • Administrative Salesforce duties
  • Report any potential issues for client facing technology using the monday.com system.
  • Providing assistance to the Compliance Department and other executives for preparing regulatory reports and any other administration

Requirements of the Client Services Administrator:

  • Establish and maintain a good & professional relationship with clients, colleagues and partners.
  • Ensure you pay attention to detail in all aspects of the rol
  • Be diligent in keeping on top of support functions, in a timely and professional manner.
  • KYC and AML experience.

Perks of working for this firm:

  • Agile / Flexible working
  • Progression programmes
  • Friendly, fun and sociable team
  • Benefits and bonuses