Client Services Specialist (12-Month Contract)

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

Education

Good academic record

Tools

Outlook

Word

Excel

Job description

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.