Senior Client Administrator
Job Description
Role Description
As a Senior Client Administrator, you will take ownership of the day-to-day administration of client entities within your portfolio, supporting your team and contributing to the development of junior team members. The ideal applicant will possess strong organisational skills, a keen attention to detail and demonstrate an ability to form relationships with both colleagues and clients.
Responsibilities and Duties
Client Management & Reporting:
- Take responsibility for the day-to-day administration of client entities and team portfolio with the team Manager, reporting to the team Assistant Manager (if applicable) and Manager.
- Provide structure for the time management of tasks and the use of diary/reminder/calendar system, in accordance with the department procedure.
- Take responsibility for the senior checking of Payments and Control Sheets ensuring quality assurance and compliance with procedures.
- Take responsibility for the transfer in of new business to the team, coordinating in with the relevant internal departments.
- Take responsibility for the handover of new business to the team, coordinating in with the relevant internal departments.
- Ensure that all key client deadlines (including any deadlines which you may not be directly responsible for) in respect of client entities within your department are met.
- Responsibility to prioritise regulatory deadlines.
- Ensure CSP obligations are met for all clients within team portfolio.
Continual review of governance procedures to ensure continuation of high standards
Risk & Compliance Management:
- Continuous risk assessment of workload.
- Ensure that Company procedures are followed – such as client reviews, SAR submissions, and onboarding; this is not an exhaustive list and covers all of the Company procedures.
- Ensuring that matters of risk / concern are raised in a timely manner in accordance with the Company procedures.
- Responsibility for prioritising regulatory deadlines.
Communication:
- Provide mentoring, support and guidance to junior members of staff and peer support to colleagues.
- Encourage collaborative working with all internal departments.
- Attend and take an active role in team meetings.
- Encourage cross team and department working and information sharing.
Behaviours:
- Be proactive and solution focused.
- Represent the Company at external events and not bring the Company into negative media.
- Responsible for own self-awareness, be aware of behaviours and how we are perceived by others.
- Development of technical knowledge across all sectors.
Qualifications and Skills:
- Previous experience in a CSP environment is essential.
- Demonstrate an ability to perform well in both a team environment and when working from own initiative.
- Possess strong organisational and time keeping skills, ensuring all work is finished in a timely manner and in accordance with company procedure.
