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
* 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!
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