Investments Client Service Assistant/Administrator/Admin

  • Atrium Workforce Solutions Ltd
  • Oct 07, 2025
Full time Banking Finance

Job Description

Contract Role - Investments Client Service Assistant/Administrator/Admin - London - 6 Months Initial - Inside IR35

We are seeking for Investments Client Service Assistant/Administrator/Admin will be responsible for assisting the business in delivering a critical project. The client base is global with clients based in the UK, North America and Asia Pacific. They will work closely with the Client Services team responsible for these clients, ensuring that all delivery times are met.

Role Overview:

  • Job Title: Investments Client Service Assistant/Administrator/Admin
  • Location: London
  • Contract Type: Contract
  • Duration: 6 months initially, Inside IR35

Core responsibilities:

  • Experienced knowledge in updating spreadsheets
  • Knowledge in how to review Investment Management contracts and extract relevant information to be added to our systems.
  • Assisting the project manager with providing KPIs and KRIs to the project committee.
  • Participation in project meetings to ensure we are delivering within required timelines about raising any issues which impacts the delivery of the project.
  • Responsible for raising any issues with their management line.
  • Input into various departmental projects.
  • Assisting with reconciliation and required amendments to the client database.
  • Maintaining relationships with various company Investment teams to ensure we receive information in required timelines.

Skills Required:

  • Solid experience in Client Service administration with minimum two year experience in Finance.
  • Keen and enthusiastic personality who adapts easily to change, works well in a team environment.
  • Excellent written and verbal communication skills
  • Strong organisational skills
  • Ability to work under pressure, within tight deadlines

Please feel free to contact myself - Daisy Nguyen at Gibbs Consulting/Atrium UK for a confidential chat to know more details about the role.

Please also note: Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted.