Client Data Administrator | 12m FTC
Northwich | Hybrid
up to £28,
Meraki Talent is working with a well established financial services firm is looking to appoint a Client Data Administrator to join its Operations team on a 12-month contract based in Northwich.
This is an excellent opportunity for an organised and detail focused professional with experience within financial services, ideally wealth management or asset management, who enjoys working in a fast-paced operational environment with a strong focus on accuracy, compliance, and client data management.
Responsibilities :
* Accurately inputting and maintaining client data across internal systems
* Uploading and updating client documentation in line with company procedures
* Processing fee amendments and ensuring records are updated correctly
* Reviewing documentation to ensure completeness, accuracy, and compliance
* Supporting the management and maintenance of client files and records
* Working within established risk and compliance frameworks to ensure regulatory standards are met
* Liaising with internal stakeholders to resolve data discrepancies and operational queries
* Supporting operational process improvements and administrative initiatives
* Assisting with internal talent development and training schemes where required
Person Specification
* Previous experience within financial services is essential, ideally within wealth management, asset management, or investment management
* Strong data entry and administrative experience with excellent attention to detail
* Experience handling sensitive client information accurately and confidentially
* Understanding of risk and compliance frameworks within regulated environments
* Comfortable working with large volumes of data and documentation
* Strong organisational and time management skills
* Proactive and collaborative approach to work
* Confident using internal systems and Microsoft Office applications