Senior Administrator, Client Data Servicing

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.

Key Accountabilities

1. Carry out all administration activities as identified in the Client Servicing training matrix in an accurate and timely manner
2. To be responsible for collecting and updating accurate information in respect of FATCA, CRS for reporting purposes when client data 
changes 
3. Creation of clients onto the “My Brown Shipley” on line service and responding to client queries
4. Arranging for clients LEI to be renewed annually
5. For all clients whom we are no longer in communication with follow the relevant dormant procedures 
6. Ensure that all relevant company procedures are complied with and that all relevant legal and regulatory reporting requirements and 
deadlines are met.
7. Undertake checking of work, training and support of less experienced staff within team. 
8. Assist management in maintaining and developing internal procedures, checklists and guidance notes
 

Knowledge and Experience

Good understanding of processing involved in client account maintenance 

Attributes and Qualities

• Team player
• Eager to develop knowledge and skills 
• A self-starter who is prepared to drive their own development
• Customer focus
• Flexibility
• Strong communication skills
• A positive attitude 
• Ability to make decisions based on facts & knowledge
• Attention to detail
• Experience in training and checking others work
• Experience in implementing process improvements
 

Technical Skills

Understanding of the requirements to ensure we are compliant with FATCA & CRS regulations
 

Languages Skills

Fluent in English, additional European language advantageous