Senior Client Administrator
19 October by Atla Group
Full Time (38 hrs/wk)
Job Description
Position: Senior Client Administrator
In this role at Atla Group, you will manage a portfolio of clients while providing technical support to the Client Services team. Your duties will include:
- Overseeing trusts, companies, and wealth structures.
- Ensuring excellent service levels to maintain client relationships.
- Reviewing portfolio profitability and collecting fees.
- Collaborating with clients to create alignment with their goals.
- Serving as the primary point of contact for clients and intermediaries.
- Supporting regulatory compliance and governance.
- Offering guidance and support to team members.
Apply today if you wish to take on this important role!