Support the Client Services and Investment Operations team by delivering efficient day-to-day administration across client onboarding, transactions, reporting, and operational processes within a regulated investment environment. Key Responsibilities: ⭐ Support client onboarding, account setup, and risk assessments ⭐ Process payments, FX transactions, fees, and funds movements ⭐ Assist with client reporting, valuations, and audit requests ⭐ Support account closures, data feeds, and intermediary relationships ⭐ Provide operational support including trades, corporate actions, and procedures What You’ll Need: ⭐ Experience in a regulated financial advisory or investment environment ⭐ Knowledge of investment operations and financial services terminology ⭐ Strong organisational, systems, and time management skills ⭐ High attention to detail and accuracy Why Join: ⭐ Varied role within a collaborative operations team ⭐ Exposure to investment management and client services ⭐ Opportunity to develop systems and operational expertise
Client Services Administrator
Guernsey
Permanent
Agency Listing
Finance
Investments
Seeker Insight
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