Wealth and Investments Client Administrative Services Associate

Opportunity

We have an exciting opportunity for a Wealth and Investments Client Administrative Services Associate to join our Chief Administration Office in Newcastle.

This is a permanent, full‑time role requiring four days a week in our Newcastle office.

Responsibilities

• Carry out client call‑backs and direct emails regarding changes of bank details, W8‑BEN form queries, and regulatory requirements.
• Support the central client re‑allocation process for client portfolio leavers across the branch network, coordinating with client‑facing teams, operations, and IT.
• Manage operational event processes, including logging, quality assurance, and escalation to resolution.
• Assist with bereavement process management and support process redesign initiatives.
• Produce client‑facing team support material and management information for data remediation projects, including tracking progress and completion rates.
  Full-time Human Resources