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.
My client is a rapidly growing and leading provider of investment / wealth management services with an impressive track record of success.
They are looking to recruit a Client Administration Manager who will lead and manage a team as well as being responsible for the oversight of a wide range of tasks including but not limited to all aspects of client onboarding (for their UK & US platform) and the maintenance of ongoing accurate client static data. You will also oversee and work on various projects in relation to developing greater operational efficiencies.
This person will also need to come from a similar profile of business - investment management / wealth management / stock broking and have a strong knowledge (c. 5 years' experience) of retail investment products, such as GIA/ISA/OPB & SIPP products.
To be successful in your application you will need to possess strong and proven leadership skills and a positive client service mentality and approach. The initial focus will be for this person to get involved in the day to day activities of the team and also contribute to projects and enhancement of processes - so evidence of this would be extremely beneficial.
Identify, develop and implement new processes across the team, ensuring all staff are fully conscious of the need to maintain quality and minimise risks
Lead, motivate and develop all direct reports, ensuring morale is kept high
Set goals and monitor staff performance using the appraisal process
Be aware of staffing resource requirements, interview, hire and monitor the training & performance of all new staff
Coordinate workload and provide support across the team
Determine & monitor team Key Performance Indicators "KPI's
Provide technical advice and help resolve all escalated complex problems raised both internally and externally, ensuring they are fully resolved in a timely manner
Ensure that systems, procedures and controls are in place both to achieve quality operational standards, and to ensure compliance with regulations and guidance on best practice
Work to ensure that all team members have the correct training and tools to undertake their duties to the highest standards, delivering a high-quality service in accordance with the company's & department procedures
Review and maintain robust departmental procedure manuals
Ensure accurate controls and records are maintained
Produce monthly management reports
Keep knowledge current for regulatory and industry developments through reading and attendance at relevant seminars
Participate in industry groups as Firm representative, CISI, TISA, PIMFA and other relevant organisations
Support senior management on client initiatives
Key Qualities and Experience:
Desire to be involved with all aspects of the business taking a hands-on approach
Ability to expand and grow with the business
Able to work effectively, both independently and as part of a team
Demonstrates a positive attitude reflected in day to day conduct
Able to provide pragmatic advice
Uses initiative and applies knowledge acquired to problem solving
Ability to work under pressure and to deadlines
Advanced interpersonal and communication skills (verbal, written & listening)
Strong organisational and time management skills with the ability to multi-task