Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 59 days ago

Administrator – Client Accounts (FTC)

RJWM21 open roles

Where
Chelmsford, Essex, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAdministrator – Client Accounts (FTC)RJWM · Chelmsford, Essex, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RJWM's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market. RJWM postings stay open a median of 14 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: posted 59 days ago

RJWM median: 14 days open

The posting

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.
  • Previous experience within a financial services, banking, wealth management, or investment administration environment.

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against RJWM's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on RJWM's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    RJWM's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.