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.
• Allo...