Client Services Administrator - Growth & Compliance
Posted 18 days 10 hours ago by Itchyfeet Recruitment Agency
Permanent
Not Specified
Other
Not Specified, United Kingdom
Job Description
Itchyfeet Recruitment Agency seeks an Administrator to support the Client Services Manager by handling client company and trust matters, regulatory filings and minutes. You will manage a portfolio, review investments, open client bank accounts, process financial transactions, and collate data for reporting.
The role emphasizes accuracy, governance, and efficient processes. Ideally at least 3 years CSP/TSP experience, working towards a professional qualification, and strong communication and