Client Details
The hiring company is a well-established organisation operating in the financial services sector. Known for its structured processes and commitment to excellence, this medium-sized firm fosters a professional and supportive working environment.
Description
Accurately and efficiently process client instructions and static data amendments, including changes to addresses, bank details, regular payment setups, ongoing fee updates, and online access maintenance.
Manage daily interactions across internal and partner systems while consistently adhering to service level agreements (SLAs) and workflow processes.
Ensure full compliance with departmental policies, procedures, and operational standards.
Collaborate closely with teams and departments across the business to support smooth and effective operational processes.
Maintain accurate document management practices, ensuring all documentation is scanned, stored, and archived in line with departmental procedures.
Support the Operational Risk and Service Management teams in resolving queries and operational issues in a timely manner.
Participate actively in the Appraisal and Development Scheme, contributing to continuous professional development.
Escalate concerns, risks, or operational issues to the Line Manager promptly and appropriately.
Consistently demonstrate the Firm's core Business Principles: Client Focus, Excellence, People, and Integrity.Profile
A successful Client Data Administrator should have:
Previous experience within Financial Services is essential, with Wealth Management experience considered highly advantageous.
Knowledge of investment products, wrappers, and investment platforms would be beneficial.
Strong attention to detail with a high level of accuracy in all areas of work.
Ability to work efficiently under pressure, manage competing priorities, and meet tight deadlines.
A collaborative team player who can also work independently and adapt to changing business demands.
Flexible approach with willingness to work additional hours during peak periods when required.
Excellent written and verbal communication skills.
Strong IT proficiency and confidence using multiple systems and applications.
Proactive mindset with the ability to identify and implement process improvements and efficiencies.
Previous experience in data entry and document checking is desirable.
Prior customer or client service experience would be advantageous.
Ability to commute to Northwich.Job Offer
Immediate start opportunity.
12-month Fixed Term Contract on offer.
Competitive salary between £25,000 and £28,000 per annum.
Hybrid working model offering flexibility.
Opportunity to work in a professional and supportive environment in Northwich.
Exposure to the financial services industry and its practices.
Chance to contribute to meaningful projects within the Human Resources department.If you're looking for a rewarding opportunity as a Client Data Administrator and wish to advance your career within the financial services industry, apply now
Salary description
£25000.00 - £28000.00 per year