Client Services Administration - Team Leader

JR United Kingdom; Bath; Hybrid; GBP 30,000 - 55,000; Full time

Job summary

An established industry player is seeking a Client Services Administration Team Leader to join their dynamic team in Bath. This fixed-term role offers a unique opportunity to manage a variety of administrative tasks while ensuring high standards of service delivery. You will be responsible for resolving client complaints, managing operational risks, and leading a team to achieve excellence in customer service. With a hybrid working model, you will enjoy a balance between office collaboration and remote flexibility. If you're looking to make an impact and thrive in a fast-paced environment, this role is perfect for you.

Qualifications

• 1+ years in administration with supervisory experience.
• Strong knowledge of SIPP, Drawdown, GIA, ISA, Offshore Bond.

Responsibilities

• Deliver excellent customer service valued by clients.
• Resolve breaches and complaints promptly.
• Conduct regular team appraisals and training.

Skills

Administration

Supervisory Experience

Interpersonal Skills

Communication Skills

Problem-Solving

Knowledge of SIPP, Drawdown, GIA, ISA, Offshore Bond

Wrap Platforms

Understanding of Trading

Job description

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Client Services Administration - Team Leader, bath

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Client:

Wipro

Location:

bath, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.

About the Role

The role is a fixed-term contract for 12 months, offering an opportunity to gain experience and impact within a dynamic team.

The role holder will manage daily team work related to administration and service delivery to advisers and clients, ensuring high standards and adherence to SLAs.

You will handle investigations and resolutions of complaints, breaches, and escalations, aiming to develop a market-leading service operation.

Our hybrid model requires a minimum of 3 days in the office, with flexibility for up to 5 days, supporting collaboration and work-life balance.

Key Responsibilities:

• Deliver excellent customer service valued by clients
• Process all team items within SLAs and turnaround times
• Resolve breaches and complaints promptly
• Interpret client instructions and implement actions per policies and checklists
• Support and direct the team for accuracy and effectiveness
• Comply with FCA regulations and TCF principles
• Manage operational risks and ensure compliance with policies
• Develop and improve processes for efficiency
• Work after hours and on weekends when needed
• Conduct regular team appraisals and training
• Handle disciplinary issues and participate in recruitment

Skills, Qualifications and Experience:

• At least 1 year in administration with supervisory experience
• Knowledge of SIPP, Drawdown, GIA, ISA, Offshore Bond
• Strong interpersonal and communication skills
• Ability to prioritize and meet deadlines under pressure
• Proactive problem-solving and influencing skills
• Experience with Wrap platforms and understanding of trading, CASS, COBs rules

Application of Individual Conduct Rules:

Must act with integrity, skill, diligence, cooperation with regulators, fairness, and market standards.

Wipro promotes diversity, inclusion, and positive change. All applicants are welcome.