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Private Client Senior Analyst

Company

Taylor James Resourcing

Location

london, england

Posted

June 20, 2026

Position Overview

A Wealth and Asset Management company based in the City of London is looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department.

It's a hybrid role, 3 days in the office and 2 from home.

Responsibilities include:

  • Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process
  • Ensure the ongoing maintenance of existing client accounts, including periodic AML reviews, amendments to agreements, sub accounts and record keeping.
  • Liaise with third parties in relation to custodial matters and/or t...

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