Private Client Administrator – Wealth Management

Our client is a leading specialist asset manager renowned for its commitment to sustainable investing and delivering exceptional service to private clients. With over £20 billion in assets under management and a strong reputation built over more than 35 years, the firm prides itself on forging long-term, transparent relationships with both clients and employees.

As part of ongoing growth, they are looking to hire a Private Client Administrator to join their close-knit team in London.

Role Overview

The Private Client Administrator will work closely with the Private Administration team to deliver high-quality service to private clients and internal stakeholders. This is an excellent opportunity for someone with solid client service experience looking to join a collaborative, sustainability-focused investment manager.

Key Responsibilities:

• Complete daily operational tasks, including control reports and data feeds
• Assist with onboarding new client accounts and eventually manage own client onboarding processes
• Maintain and develop relationships with a small book of existing clients
• Support periodic reviews and due diligence processes, including verification checks and record updates
• Manage client data on internal and external systems, ensuring accuracy and compliance
• Provide audit statements and supporting documentation as part of regular reporting
• Support data cleansing projects and system updates
• Assist senior team members in resolving client queries
• Liaise with third-party consultants, audit firms, and internal teams to coordinate client requirements
• Manage the team inbox, ensuring prompt and professional responses to all enquiries
• Support ad hoc processes such as account closures and asset transfers

Candidate Requirements:

• 2–4 years’ experience in client servicing or a similar administrative role within financial services (preferred)
• Basic understanding of private client or investment management services
• Excellent organisational skills with the ability to prioritise work effectively and manage multiple tasks simultaneously
• Confident communicator with strong written and verbal skills
• Comfortable dealing directly with clients and colleagues at all levels
• Strong numerical, analytical, and IT skills
• Ability to quickly learn and adapt to internal systems and procedures
• Self-motivated and able to work unsupervised while contributing to team goals

Please note this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

Mason Blake acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.