Finance operations occupations Work, Jobs in Great Leighs, Ess (with Salaries)

Administrator – Client Accounts
Charles Stanley —Chelmsford
- Full-time
- Microsoft Word
- Organisational skills
- Communication skills
3d
Senior Operations Technician
Intact Insurance UK Limited —Chelmsford
- Hybrid work
- Customer service
- Continuous improvement
- Mentoring
- Annual leave
- Flexible schedule
Quick apply
Senior Administrator Dealing, Registration and AML/KYC - Transfer Agency
Apex Group —Chelmsford
- Full-time
- Continuous improvement
- Mentoring
- Organisational skills
10d
Distributor Client Services ADS Team Senior Technical Associate
SS&C Technologies —Basildon
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Annual leave
- Employee assistance programme
IBA Fiduciary Technician
Guy Carpenter —Witham
- Full-time
- Analysis skills
- Mentoring
- Analytics
Transfer Agency Operational Controls and Business Readiness Manager
Apex Group —Chelmsford
- Full-time
- Analysis skills
- Continuous improvement
- Leadership
10d
Claims Finance Administrator
Berkeley Insurance Group —Basildon
- Full-time
- Communication skills
Fiduciary Accounting Specialist, Legacy Resolution
Guy Carpenter —Witham
- Full-time
- Analysis skills
- Mentoring
- Analytics
Administrative Consultant
CIBT —Hoddesdon
- Monday to Friday
- Microsoft Word
- Analysis skills
- Banking
Loss Fund Management Administrator
Kennedys Law —Chelmsford
- Hybrid work
- Microsoft Word
Quick apply
Senior Administrator Settlements and Reconciliations - Transfer Agency
Apex Group —Chelmsford
- Full-time
- Analysis skills
- Continuous improvement
- Leadership
10d
Transactional Finance Manager
Mediq —Waltham Cross
- £60,000 a year
- ERP systems
- Team management
- Employee assistance programme
- Sick pay
12d

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Administrator – Client Accounts

Charles Stanley -
Chelmsford

Apply Now

Job details

Full-time
3 days ago

Qualifications

Microsoft Word
Investment
Stakeholder liaison
Organisational skills
Communication skills
Banking

Full job description

About the Role

This is an excellent opportunity for someone with an interest in financial services and wealth management who enjoys working in a fast-paced environment where accuracy, client focus, and teamwork are essential. You'll play an important role in supporting the administration of client transactions and payments, working closely with Investment Managers, front office teams, operational colleagues, and external banking partners to help deliver outstanding service to our clients.

This position is for a fixed term of 12 months.

What You'll Be Doing

As a Client Accounts Administrator, you'll be responsible for ensuring client transactions are processed accurately, efficiently, and in line with regulatory requirements. Your responsibilities will include:

Supporting Investment Managers and front office colleagues to deliver excellent client outcomes.
Processing client payments and receipts accurately and within agreed timescales.
Maintaining and updating client information across internal systems.
Monitoring and supporting automated processes and operational reporting.
Ensuring all activities comply with internal controls, regulatory obligations, and financial crime prevention requirements.
Managing and responding to queries received through the team mailbox.
Liaising with banks regarding client transactions and account maintenance.
Processing and monitoring internal transfers and ISA subscription transfers.
Assisting with client payment investigations and resolving queries from colleagues and stakeholders.

You'll also support a wide range of client account activities, including:

CHAPS, BACS, and international payments.
Regular client payments, such as dividends, standing orders, and trade settlement proceeds.
Processing payment receipts received via bank transfer, cheque, and telephone payments.
Producing and collecting monthly direct debits.
Supporting the calculation and processing of client interest payments.
Reviewing and processing third-party payments on behalf of clients.

What We're Looking For

We're interested in individuals who are enthusiastic about financial services and can combine strong administrative skills with a commitment to accuracy and client service.

Essential Skills and Experience

A keen interest in financial services, wealth management, or investment administration.
Understanding of banking and payment methods, including electronic payment processing.
Strong attention to detail and a commitment to delivering high-quality work.
Excellent organisational skills with the ability to manage multiple priorities and meet deadlines.
Strong IT skills, including Microsoft Word, Excel, and Outlook.
Confident communication skills and the ability to build effective relationships with colleagues and external contacts.
A proactive and self-motivated approach to work.

Desirable Knowledge

Knowledge of investment products such as GIAs, ISAs, and SIPPs .

If you're looking to work in financial services and enjoy working in a role where accuracy, teamwork, and client focus are key, we'd love to hear from you.

Apply Now

Refine Your Search

finance operations occupations jobs in great leighs, ess

Administrator – Client Accounts

Senior Operations Technician

Senior Administrator Dealing, Registration and AML/KYC - Transfer Agency

Distributor Client Services ADS Team Senior Technical Associate

IBA Fiduciary Technician

Transfer Agency Operational Controls and Business Readiness Manager

Claims Finance Administrator

Fiduciary Accounting Specialist, Legacy Resolution

Administrative Consultant

Loss Fund Management Administrator

Senior Administrator Settlements and Reconciliations - Transfer Agency

Transactional Finance Manager

I want to receive the latest job alerts for finance operations occupations in great leighs, ess

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