Full job descriptionClient Services AdministratorThis is an exciting opportunity to join a highly respected boutique wealth management firm in the heart of Mayfair, supporting high-net-worth individuals, families, and professional clients. You’ll gain hands-on exposure to client services, operations, onboarding, and relationship management while working alongside experienced professionals in a collaborative and supportive environment.
Why Join?*Join a boutique wealth management firm with an international presence
*Gain exposure to private wealth management and client relationship support
*Work directly with experienced Relationship Managers and senior stakeholders
*Be part of a collaborative, professional, and close-knit team
*Excellent opportunity to develop your financial services career
*Competitive salary, bonus potential, and long-term career prospects
The OpportunityAs Client Services Administrator, you’ll play a key role in delivering an exceptional client experience and ensuring the smooth running of day-to-day operations.
You’ll support the onboarding of new clients, maintain accurate records, assist Relationship Managers with client servicing, and help coordinate office activities. This is a varied role offering broad exposure across client services, administration, and wealth management operations.
Key Responsibilities*Manage the end-to-end client onboarding process, ensuring accounts are opened efficiently and accurately
*Collect, review, and process account opening and KYC documentation
*Liaise with clients, Relationship Managers, Associates, and custodian banks throughout the onboarding journey
*Monitor onboarding progress and proactively follow up on outstanding requirements
*Maintain accurate client records in line with regulatory and compliance standards
*Support Relationship Managers with client meetings, presentations, reporting, and ongoing client servicing
*Assist with client communications and administrative follow-up
*Coordinate office supplies, deliveries, and supplier relationships
*Support internal meetings and events
*Provide general administrative support to ensure the office operates smoothly
About You*Previous experience in administration, client services, or operations (within professional services is a must)
*Strong organisational skills with exceptional attention to detail
*Professional communication skills and a client-focused approach
*Ability to manage multiple priorities and meet deadlines
*Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint
*High levels of discretion and professionalism when handling confidential information
Desirable Experience*Wealth management, private banking, financial services, or professional services experience
*Knowledge of client onboarding and KYC processes
*Experience working with custodians, investment platforms, or financial institutions
*Interest in financial markets and the wealth management sector
Ready to Take the Next Step?If you’re looking for a role that offers genuine exposure to wealth management, career development, and the opportunity to work with high-profile clients in a prestigious Mayfair office, we’d love to hear from you.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates