⏰ Full time

Operations Administrator – Client Admin FTC

🏢

Charles Stanley & Co

                    Location
                    📍 London, United Kingdom
                

                    Posted
                    📅 May 28, 2026
                

                    Work Type
                    ⏰ Full time
                

Position Overview

About the Role:
As an Operations Client Administrator, you’ll be part of a high‑performing operations team responsible for ensuring clients receive a seamless, accurate and compliant service. Your work will span client onboarding, account maintenance, technical queries, and ad hoc project support, all while upholding a strong Service 1st culture. This role is a 12 Month FTC.

Key Responsibilities: 

Client Onboarding
Review and screen AML/KYC documentation across all account types (GIAs, ISAs, Pensions, OPBs, Trusts).
Validate key documents including cheques and W‑8 forms.
Open new accounts and monitor outstanding onboarding items.
Handle internal and external onboarding queries within agreed service levels.
Client Administration
Manage deceased accounts, including probate valuation requests.
Process account closures and calculate closing fees.
Maintain and update...
                

Apply Now

Submit Application →

Quick and easy application process

Job Details

⏰

Employment Type

Full time

📊