Our client is seeking someone for a Client Administration Agreement role, joining their team, on a temporary full or part-time basis, for a period of 4-5 months. You will take on a re-papering exercise across the business where updated Fee Schedules, Client Administration Agreements (“CAAs”) and Terms & Conditions (“Ts & Cs”) will be provided to all clients. You will interrogate DMS for previous CAAs and correspondence relating to fees Drafting new Fee Schedules, maintain monitoring spreadsheet as well as assist Client Relationship Managers with communications to clients if required. If you have a strong background in financial services with the ability to work unsupervised, then our client would love to hear from you!
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