Customer Service Administrator

JR United Kingdom; Birmingham; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading financial services business seeks a Customer Service Administrator for a 6-month fixed-term contract, possibly leading to permanent. The role focuses on responding to customer inquiries and performing due diligence, requiring strong communication and organisational skills.

Benefits

Competitive salary and benefits

Qualifications

• Motivated and professional attitude required.
• Excellent verbal and written communication skills.
• Efficient time management and prioritisation abilities.

Responsibilities

• Responding to customer queries via email, post, and telephone.
• Completing anti-money laundering checks for customer due diligence.

Skills

Communication skills

Time management

Organisational skills

Education

Financial Services Experience

Tools

Excel

Word

Outlook

Job description

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Customer Service Administrator, birmingham

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Client:

Margetts

Location:

birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

26.06.2025

Expiry Date:

10.08.2025

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Job Description:

The Role

This is an initial 6 month fixed term contract with the likelihood of the role turning permanent.

You will act as a Customer Service Administrator as part of a team of 8.

Duties will include (but not exhaustive):

• Responding to queries via email, post and telephone.
• Completing anti-money laundering checks as part of all customer due diligence, internal and external fraud controls.

About You:

• Motivated
• Excellent communication skills (both verbal and written)
• Financial Services Experience (desired)
• Professional attitude and appearance (office presentable)
• Computer literate; Excel, Word and Outlook
• Highly organised with efficient time management and the ability to prioritise workload

The package includes a competitive salary and benefits.

Reporting to Client Services Manager

The Company

We are a financial services business, specifically an Investment Manager and an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling over £11.5Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property.

An ACD is authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds).

The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody and valuing the assets held by funds in order to create buying and selling prices of the funds. Margetts focusses on retail investors and also provides fund management to several ranges of Multi Manager funds.

We currently employ approximately 80 members of staff across multiple departments.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.