Client Services Administrator This 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 Opportunity

As 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