Client Onboarding and Maintenance Administrator

Location: London, United Kingdom (Hybrid)

Company

hirify.global Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.

What you will do

• Review, check, and sign off new account applications, obtaining missing information where required.
• Perform client due diligence and anti-money laundering checks for new accounts and service changes.
• Create accurate client records in the CRM system.
• Assist with portfolio transfers in and out, coordinating with pension and offshore bond providers.
• Administer deceased client accounts and liaise with providers to obtain account-opening permissions.
• Work with Front Office Investment Management and Operations teams to resolve issues and maintain timely processes.

Requirements

• 2–3 years of experience in a similar role within Financial Services.
• Experience in investment management or financial advice is preferred.
• Intermediate-level confidence with Microsoft Word and Excel.
• Regular experience using a client relationship management system; familiarity with WDX CRM and Figaro is beneficial.
• Investment Operations Certificate and AML qualifications are preferred but not compulsory.
• Ability to work in a hybrid setup in London and attend assigned team meetings or regional offices.

Culture & Benefits

• Permanent full-time employment.
• 26 days of annual holiday, equivalent to 182 hours.
• Eligibility for the hirify.global Incentive Scheme.
• Non-contributory company pension scheme with the option to increase contributions personally.
• Benefit allowance and flexible benefits for UK employees, payable through salary deduction.
• Healthcare Cash Plan for Jersey employees.