Senior Client Services Administrator

Wipro; Bath; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a leading company as part of the Client Services Administration team in Bath. This fixed-term role offers a chance to enhance your administrative skills while ensuring high-quality customer service. You will handle various tasks, from adviser administration to managing escalations, all while working collaboratively in a dynamic environment. Ideal for individuals with a background in financial services and strong interpersonal skills.

Qualifications

• At least one year’s administrative experience.
• Experience with SIPP/Drawdown, GIA, ISA, and Offshore Bonds.

Responsibilities

• Deliver excellent customer service to ensure high client valuation.
• Manage risk by reporting incidents to the Line Manager.
• Participate in testing and contribute to training for team members.

Skills

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Education

Financial Services Qualification

Tools

Wrap Platforms

Job description

Dream HR Jobs in Europe - Find a job that fits your life, not the other way around. Apply today. Great jobs across Europe - apply in minutes and get matched fast.

This advertiser has chosen not to accept applicants from your region.

Full 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, providing an excellent opportunity to gain significant experience and make a meaningful impact within a dynamic team.

Client Services Administration is an integral area of the company and works alongside other operational teams. It comprises the following teams – Pensions & Estates, Servicing, Payments, Transfers In, Transfers Out, Transfer Oversight. Each team processes high volumes of instructions, ensuring all work is completed right first time, every time. Excellent customer service is always expected to provide value to our clients.

The primary focus of this role will be the effective and timely completion of various administrative tasks, including:

• Adviser Administration – providing support to Financial Adviser firms using the platform.
• Customer Relations – handling queries and requests from Financial Advisers and their clients.
• New Investments – ensuring accuracy and completeness of processing.
• Business Administration – managing various administrative aspects of the platform across multiple product wrappers.
• Escalations – escalating issues to Line Manager when appropriate.

This role reports to one of the Client Service Administration Team Leaders.

Key Responsibilities:

• Deliver excellent customer service to ensure the company's high valuation by clients.
• Ensure accuracy and completeness in processing tasks.
• Adhere to Treating Customers Fairly (‘TCF’) principles and raise concerns with Line Manager or Compliance.
• Manage risk by reporting incidents or exposures to the Line Manager and complying with company policies.
• Develop new processes and challenge existing ones to improve efficiency and accuracy.
• Allocate and monitor work to ensure completion within SLAs.
• Serve as the first escalation point for team queries and external queries when the Line Manager is unavailable.
• Engage in personal development with active training and development plans.
• Participate in testing within set timescales and raise issues promptly.
• Report and close breaches within set timescales, including procedural changes.
• Contribute to training for team members and new starters.
• Continuously improve team and business knowledge.
• Support the Line Manager and team as needed.
• Work collaboratively to maximize team, department, and company results.

Skills, Qualifications, and Experience:

• At least one year’s administrative experience.
• Experience with SIPP/Drawdown, GIA, ISA, and Offshore Bonds.
• Excellent interpersonal and communication skills.
• Ability to prioritize and delegate to meet SLAs.
• Ability to work under pressure and meet deadlines.
• Proactive problem-solving skills, including persuasion and influence.
• Knowledge or experience with Wrap platforms.
• Financial Services qualification (e.g., IOC or CII) or studying towards one.
• Understanding of Model Portfolios and high-level trading knowledge (beneficial but not involving trading).

Application of Individual Conduct Rules:

Standards of conduct include acting with integrity, skill, care, diligence, openness, cooperation with regulators, fairness to customers, and observing market standards.

Servaada promotes positive change, conscious inclusion, diversity, equality, and inclusion in the workplace. All applicants are welcome.