Client Data Servicing Administrator

Brown Shipley, London, GBR, EC2R 7HE
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Purpose of the Job

The Brown Shipley Operations team are seeking a Client Data Servicing Administrator to join the current team of six and play a key role within the department. Their primary function is to manage & process all static data changes. Static data changes range from change of address, risk appetite, updates in respect of identification documents.
The team are also responsible for the creation of access to our online service, My Brown Shipley as well as answering telephone calls & email enquiries from clients. This might involve assistance with navigation around the system, resetting of passwords.
The team is responsible for validation of FATCA & CRS remediation. Renewal of Legal Entity Identifiers, allowing Client advisors to continue to successfully trade on client accounts.
You will liaise with client advisers in our Front Office teams, Finance team & other teams within Operations, following up on requests. This will give you exposure to other elements of the business and help expand your knowledge.
You will learn how to use our main platform alongside a number of different databases.  In time, you will also be involved with testing as we develop and deliver enhancements to our systems.

The nature of the role, and the core values of BSCo means that the successful candidate will have the foundations and support to flourish in a career with financial services.

Key Accountabilities

Carry out all administration activities as identified in the Client Servicing training matrix in an accurate and timely manner
To be responsible for collecting and updating accurate information in respect of FATCA, CRS for reporting purposes when client data changes
Creation of clients onto the “My Brown Shipley” on line service and responding to client queries
Arranging for clients LEI to be renewed annually
For all clients whom we are no longer in communication with follow the relevant dormant procedures
Ensure that all relevant company procedures are complied with and that all relevant legal and regulatory reporting requirements and deadlines are met.

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

Technical Skills

Basic understanding of processing involved in client account maintenance – minimum of 6 – 12 months experience

Languages Skills

Good command of the English language both written and oral

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