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Client services administrator - 12 month fixed term contract

Bath
Temporary
Wealthtime
Client service administrator
Posted: 23 June
Offer description

Client Services Administrator - 6 month fixed term contract

Join to apply for the Client Services Administrator - 6 month fixed term contract role at Wealthtime.


Job Overview

Wealthtime is seeking a dedicated Client Services Administrator for a 6-month fixed-term contract. This role involves processing high volumes of instructions, supporting Financial Adviser firms, and delivering exceptional customer service. The position offers comprehensive training, a hybrid working model, and opportunities for professional growth.


About Us

Wealthtime, a multi-award-winning financial technology company, prides itself on outstanding 5-star service. With significant recent investments and a dedicated team of around 300, we are committed to innovation and excellence in financial services.


The Role

As a Client Services Administrator, you will:

1. Process investment instructions accurately and efficiently.
2. Support queries from client firms and build strong relationships.
3. Contribute to delivering a seamless client experience.


Training & Work Environment

Initial 5-day in-office training is mandatory. Post-training, you can opt for a hybrid model with at least 3 days in the office, or work up to 5 days if preferred.


Candidate Profile

Ideal candidates are those who:

* Excel in fast-paced environments with strong attention to detail.
* Are effective communicators with proficiency in Microsoft Outlook.
* Possess a positive attitude and interest in financial services.


Essential Skills & Attributes

* Excellent communication and empathy.
* Patience, problem-solving skills, and adaptability.
* Attention to detail and professionalism.


Benefits & Perks

* Competitive salary and yearly discretionary bonus.
* 34 days holiday plus options to purchase/sell additional days.
* Wellbeing day and comprehensive health cover.
* Group pension, interest-free season ticket loans, and career progression opportunities.


Equality & Diversity

We are committed to fostering a diverse and inclusive workplace and welcome applications from all backgrounds.

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