Client Administrator
Location
Liverpool, England
Job Type
full-time
Category
Information and Record Clerks
Posted
June 14, 2026
Job Description
Qualifications
In office/ Hybrid pattern: There will be a full time requirement in office during the probation period and after successful review the role will move onto a hybrid pattern of 3 days in office and 2 days working from home.
Job Purpose
To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Qualifications
Key Responsibilities
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where su...