Client Data Servicing Administrator
Purpose of the Job
Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across over 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
To work with the Client Data Servicing team to ensure accurate completion of tasks involving static data in our core banking platform. Work can include the management and update of client static data, onboarding of new clients or new portfolios for existing clients, administration of the My Brown Shipley online service and general administration tasks as required across the team.
As part of this role, it will be necessary to provide support to the team manager by providing oversight of work queues and allocating and checking work for others on the team. It will also be necessary to liaise with Front Office teams to ensure all data is received and is accurate and to provide front office teams with the new client account details. To work all processes within set service levels and to maintain MI for reporting purposes. The role will involve working on different databases and using different portals to obtain information.
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