Senior Administrator, Client Data Servicing - 12 month FTC

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
9. Carry out any other duty as may be reasonably required                

Knowledge and Experience

• Good understanding of processing involved in client account maintenance – minimum  of 2 years’ experience    

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
   

Competencies

Delivering Values

• Forms relationships of trust with clients/stakeholders
• Articulates a clear understanding of client/stakeholder needs and interest
• Demonstrates required professional knowledge and skills
• Acts with initiative and pace, prioritizing well
• Understands and adheres to risk; compliance and control requirements; and Quintet standards and policies

Finding Solutions   

• Uses professional knowledge and understanding of clients/stakeholders to propose solutions
• Analyses and uses data effectively
• Understands Quintet's products and services relevant to area of work
• Escalates questions and issues appropriately for guidance and support
• Demonstrates openness to change, adapting promptly to new requirements        

Collaborating & Influencing   

• Communicates the needs of clients accurately to colleagues; defends client needs internally
• Establishes professional networks as a source of knowledge, insight and business opportunities
• Communicates openly with colleagues across Quintet to find solutions, share know-how, learn from others, seek feedback
• Expresses views honestly, and challenges constructively