What are the responsibilities and job description for the Walter Scott - Client Management Administrator (12-Month Maternity Cover) position at BNY External Career Site?
Role Purpose
To provide efficient, high quality administrative support to the Client Management function as part of the Walter Scott's Client Service team.
Key Responsibilities
- Client Take On Process – responsible various key tasks including: initiating, launching and ensuring completion of the client take on process in Salesforce, coordinating activities with other WS teams, ensuring completion and reporting on status
- Salesforce updates – responsible for updating contacts and company changes; adding, changing, making inactive, notifying impacted teams, updating distribution lists and considering other impacts such as authorized signatory lists
- Registers & obligations– maintain records to track documents sent to clients and prospects to ensure regulatory compliance
- Record management – assist with updating and maintaining client records in accordance with the WS policies and procedures
- Coordinate the production of electronic mailings
- Assist in the monitoring of the Client Service mailbox, ensuring that correspondence is distributed as required, actioned promptly and filed electronically in accordance with Walter Scott filing procedures
- Prepare reports to support weekly Client Management and Client Service meetings and assist in the preparation of other monthly and ad-hoc management reports
- Vendor Process – Coordinate the internal vendor process for the Client Service team.
Additional Responsibilities
- Assist with Client Management team tasks as and when required, which could include participation as the Client Management representative in firm wide projects
Job Specific Competencies
- Meticulous attention to detail
- Client focused
- Confident coordinator and communicator both written and orally
- Ability to establish priorities, work independently with minimal supervision
- Understanding of business communication, including style and format of letters, presentations and reports
- Ability to multi task effectively
Technical Skills & Knowledge
- Working knowledge of Word, Excel and PowerPoint essential
- Knowledge of Salesforce advantageous but not essential
- Knowledge of the financial sector would be advantageous
Academic/Professional Qualifications
- University degree or equivalent preferred
Role Location
Edinburgh
Closing Date:
19 February 2025
Application
To ensure a fair and inclusive interview process, we encourage all applicants to inform us of any adjustments or adaptations they may require to fully participate. Your comfort and accessibility are important to us.
About Us
Established in 1983, Walter Scott is an investment management business built to deliver long-term success. We think of growth in decades and consider impact for generations, ignoring the volatility of the moment and the results of the day.
Our portfolio management philosophy is tried and tested: we focus solely on equity investments, holding stock only in high-quality, market-leading businesses that can generate sustainable growth for our clients. By keeping our strategy straightforward, we can go deeper in our research and further for our clients.
It’s an approach that begins and ends with doing the right thing. For the institutional clients we serve around the world – protecting and enhancing their assets. For our community – supporting causes with tangible outcomes for people in Edinburgh, and beyond. And for the 180 employees who make it all possible – fostering a close-knit culture, nurturing personal growth and offering truly rewarding careers.
