Institutional Relationship Specialist

INSTITUTIONAL RELATIONSHIPS SPECIALIST

Client Services & Operations

THE ROLE

A key operational support role responsible for maintaining banking and custodial platform access, managing document workflows, supporting client servicing activities, and ensuring smooth day-to-day operations across multiple financial institutions.

This position is ideal for someone from a Private Wealth, Wealth Management, Investment Administration, Custody or Banking environment who enjoys administration, relationship management and operational coordination.

KEY RESPONSIBILITIES

Operations & Administration

• Manage user access and security across banking and custodial platforms.
• Maintain and administer large volumes of login credentials and permissions.
• Support advisors and internal teams with access requests and platform queries.
• Ensure accurate record-keeping and compliance with security protocols.

Document Management

• Administer PDF documentation and workflow processes.
• Manage DocuSign requests and document execution.
• Maintain digital records and audit trails.
• Ensure timely processing of operational documentation.

Client & Relationship Support

• Provide day-to-day support to advisors, clients and internal stakeholders.
• Liaise with custodians, banks and service providers to resolve operational queries.
• Support client onboarding, account maintenance and operational changes.
• Build strong working relationships across internal and external stakeholders.

IDEAL CANDIDATE

Experience

• 3-7 years’ experience in Banking, Private Wealth, Investment Operations or Custody Services.
• Experience supporting financial advisors, relationship managers or client service teams.
• Exposure to custodial portals and banking platforms.
• Strong administration and client servicing background.

Essential Skills

• Document and workflow management.
• PDF administration experience.
• DocuSign administration.
• Custodial portal experience.
• Client service and operational support skills.
• Excellent organisation and attention to detail.
• Strong stakeholder and relationship management capabilities.

KEY CONSIDERATIONS

• Established team and support structure in place.
• More administration and relationship-focused than technical.
• Significant focus on operational support and security administration.
• Ideal for candidates from Private Wealth, Asset Management, Custody or Banking Client Services environments.

SUCCESS IN THE ROLE

You will be a trusted operational partner, ensuring secure platform access, seamless document management, strong stakeholder relationships and exceptional support across banking, custodial and client servicing functions.

Salt is acting as an Employment Agency in relation to this vacancy.