Client Services Administrator

Juice Recruitment; Bath; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Services Company in Bath seeks multiple Client Services Administrators to support Adviser businesses. The role offers a hybrid working model with competitive opportunities for salary growth and internal promotion. Ideal candidates should demonstrate strong customer service skills and a background in financial services.

Benefits

34 days annual leave

Bonus for employees

Discounts on season tickets for train

Full training and study support provided

Qualifications

• Previous experience in Financial Services or a similar regulated environment.
• Demonstrable interest in economics and financial services.

Responsibilities

• Providing a high level of customer service to IFAs and clients.
• Handling and resolving complaints from clients in a timely manner.
• Processing New Investments accurately.

Skills

Customer Service

Attention to Detail

Organisational Skills

Communication Skills

IT Literacy

Job description

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Are you looking to progress in your Financial Services career? Do you have brilliant organisation skills and are looking to develop your professional skillset in a varied and fast-paced role?

Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for multiple Client Services Administrators to join their friendly team.

The role has arisen due to ongoing growth and sustained new business. As a CSA you will be responsible for providing excellent support to Adviser businesses and networks, dealing with all enquiries and requests in an efficient manner.

Situated within Operations you could be working within several teams including transfer ins, transfer outs, investment admin, and tax. The role offers hybrid working with 2 days in the office and 3 from home as well as the opportunity to increase your salary through regular performance-based reviews.

DAY TO DAY:

• Providing a high level of customer service to IFAs and clients ensuring any queries and requests are dealt with
• Handling and resolving complaints from clients in a timely and professional manner
• Processing New Investments accurately
• Helping out with administrative aspects of the platform across multiple product wrappers
• Ensuring all application processes are accurate and complete, meeting daily deadlines
• Liaising with relevant parties to chase outstanding documentation e.g. banks and building societies
• Data cleansing of systems and client databases as and when required
• To participate in team projects as and when required

WE WOULD LOVE TO SEE:

• Previous experience in Financial Services or a similar regulated environment is desirable
• Excellent customer-facing and customer service abilities
• Good accuracy and attention to detail
• Demonstrable interest in economics and financial services
• Highly organised with great communication skills
• IT Literate

AND FOR YOU:

• Hybrid working arrangements
• Regular performance-based reviews with the opportunity to boost salary!
• 34 days annual leave (including bank holidays) + opportunity to buy/sell 5 additional days
• Bonus for employees
• Discounts on season tickets for train
• Full training is provided and study support can be provided for formal qualifications. Additionally, all roles are promoted internally allowing opportunities for development and progression within the business