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Operations Administrator – Client Admin FTC

Charles Stanley & Co · London, England, United Kingdom

Location
London
Job Type
Full time
Posted
June 09, 2026

Job Description

About the Role:

As an Operations Client Administrator, you’ll be part of a high‑performing operations team responsible for ensuring clients receive a seamless, accurate and compliant service. Your work will span client onboarding, account maintenance, technical queries, and ad hoc project support, all while upholding a strong Service 1st culture. This role is a 12 Month FTC.


Key Responsibilities: 


Client Onboarding

  • Review and screen AML/KYC documentation across all account types (GIAs, ISAs, Pensions, OPBs, Trusts).
  • Validate key documents including cheques and W‑8 forms.
  • Open new accounts and monitor outstanding onboarding items.
  • Handle internal and external onboarding queries within agreed service levels.

    • Client Administration

  • Manage deceased accounts, including probate valuation requests.
  • Process account closures and calculate closing fees.
  • Maintain and update...

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