Client Services Administrator

Servaada - a Wipro Company; Bath; On-site; GBP 24,000 - 30,000; Full time

Job summary

A financial services provider in the UK is looking for a Client Services Administrator on a 12-month fixed-term contract. This role involves providing excellent administrative support to Financial Adviser firms, maintaining accuracy in a dynamic environment, and collaborating effectively within teams. Candidates should possess strong communication skills, computer literacy, and the ability to work under pressure. This position offers a chance to grow and develop in the financial services sector while adhering to FCA regulations.

Qualifications

• Good academic record.
• Computer literate (Outlook, Word and Excel).
• Excellent interpersonal and communication skills.
• Ability to work well individually and as part of a team.
• Ability to work well under pressure and to tight deadlines.
• Have Wrap platform knowledge and/or experience.
• Understand Model Portfolios.
• Have a high-level understanding of trading.

Responsibilities

• Provide administrative support to Financial Adviser firms.
• Maintain accuracy and accountability.
• Work as part of a team.
• Share knowledge and skills to develop the team.
• Develop new processes to maximize efficiency.
• Adhere to FCA regulations and company procedures.

Skills

Interpersonal skills

Communication skills

Computer literacy

Ability to work under pressure

Team collaboration

Wrap platform knowledge

High-level understanding of trading

Wrap platform knowledge

Model Portfolios

Trading awareness

Education

Good academic record

Tools

Outlook

Word

Excel

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

Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of which process high volumes of instructions ensuring all work is completed right first time, every time.

The role is a fixed-term contract for 12 months, providing an excellent opportunity to gain significant experience and make a meaningful impact within a dynamic team.

Key Responsibilities

• Customer Service – Provide award-winning administrative support to Financial Adviser firms migrating and bringing new business
• Accuracy – Maintain accuracy and accountability in an expanding and fast-paced environment
• Teamwork – Recognise the importance of working together as a team to maximise team, department, and company results
• Knowledge - Achieve and actively maintain skills and knowledge of the financial services industry. Focus on sharing knowledge and skills to continue to develop the team and its effectiveness
• Development - Develop new processes and challenging existing ones to maximise efficiency and accuracy. Focus on personal development to achieve industry and career progression
• Rules and Regulations – Utilise awareness of FCA regulations and the risks involved within the financial services industry to adhere to company procedures. Working within the relevant Service Level Agreements (SLAs) to exceed industry-standard expectations

Skills, Qualifications and Experience

• Good academic record.
• Computer literate (Outlook, Word and Excel).
• Excellent interpersonal and communication skills.
• Ability to work well individually and as part of a team.
• Ability to work well under pressure and to tight deadlines.
• Have Wrap platform knowledge and/or experience.
• Understand Model Portfolios.
• Have a high-level understanding of trading (this role does not involve trading but having a high-level understanding would be beneficial).

Application of Individual Conduct Rules

Standard of conduct is reasonable under all circumstances relating to

• Must act with integrity
• Must act with due skill, care and diligence
• Must be open and cooperative with the FCA and other regulators
• Must pay due regard to the interests of customers and treat them fairly
• Must observe proper standards of market conduct

Servaada is an advocate for positive change and conscious inclusion. As a global employer, we strive to create a diverse Wipro family by remaining committed to the development of our culture, diversity, equality, and inclusion in the workplace. All applicants welcome.