Client Services Administrator - 6 month fixed term contract
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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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