CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Reporting to the Client Director, the Client Support Specialist is a full time office based administrative role focused on supporting the existing client portfolio of high net worth individuals and their internationally mobile families. This is a specialised role required to accurately administer tax efficient solutions, and to have direct involvement in the administration of the range of OEICs and individually managed portfolios available to clients.
Management of client and third party enquiries, including liaising with offshore insurance and trust companies
Taking deputy ownership of client relationships
Assisting with client reporting, including quarterly valuations and annual suitability reviews
Assisting the Client Director in coordinating client meetings, diary management and client filing
To document client interaction and maintain accurate records within internal systems
To ensure client KYC and compliance requirements are monitored and up-to-date
To work with private banks to administer loans and deposit renewals
To administer client payments and associated tax certificates
Must have at least 5 years relevant experience within a wealth management or family office environment, including investment products, tax wrappers and offshore bonds
Must have experience in direct contact with private clients and third party providers outside of the firm
Must have good verbal and written communication skills
A desire for attention to detail and be passionate about administration
Experience of internationally mobile families would be beneficial
Experience of dealing with trusts and trustees would be beneficial
Candidates must be eligible to live and work in the UK. Sponsorship will not be provided.