Associate, Central Services Team

Overview

In this role, you will provide administrative support to private wealth client coverage teams, handling payments, transfers, FX, data changes, and client inquiries. You’ll work in a mostly office-based environment with flexibility for one remote day per week. You’ll act as a reliable point of contact for payment queries, settlements, and risk events, contributing to efficient frontline operations and cross-team collaboration. This is an opportunity to support client service excellence within a leading private wealth platform and influence process improvements.

Pay / Benefits

• Hybrid work option (up to 1 remote day per week)
• Coaching and development opportunities
• Dynamic, collaborative, high-performing team
• Opportunities to work with industry leaders
• Impactful role within a leading private wealth platform

Responsibilities

• Review and prioritise emails in a shared inbox and file actions
• Conduct telephone security call backs with clients
• Process domestic and international payments accurately and timely
• Process internal transfers between accounts within agreed timescales
• Assist with processing foreign exchange transactions as required
• Record keeping of transactions on the client relationship system
• Assist with ad hoc remediation projects and general administration
• Ensure timely settlement of loan interest and investment fees
• Serve as point of contact for card and cheque enquiries
• Support wider Private Wealth team with payment-related queries
• Escalate issues and report risk events and near misses promptly
• Identify process inefficiencies and recommend improvements to Private Wealth Business Management

Key requirements

• Must-have: professional, hard-working approach with ability to challenge the status quo
• Must-have: ability to prioritise workload and know when to seek support
• Must-have: client exposure and coverage experience
• Must-have: previous banking experience and/or direct client interaction
• Nice-to-have: wealth management, financial services, or professional services experience
• Nice-to-have: payment processing or banking operations background

• Client-focused service
• Strong prioritisation and workload management
• Proactive problem-solving
• Payment processing
• Banking operations
• Experience with client relationship systems (records of transactions)

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