Our client is seeking a dedicated and detail-oriented Client Services Administrator for a 12-month temporary contract. This role is ideal for an individual passionate about customer service, problem-solving, and continuous improvement. The successful candidate will play a key role in delivering excellent client service, ensuring accuracy in client records, and supporting key operational processes while maintaining compliance with internal procedures and regulatory guidelines.
Job Duties:
- Deliver outstanding customer service to clients, companies, and third parties, ensuring a professional and positive experience.
- Ensure compliance with internal procedures, regulatory guidelines, and necessary controls.
- Support client service initiatives and projects to enhance efficiency and improve the client journey.
- Accurately update and maintain client data records, including complex trust structures.
- Process outward surrender payments in line with company policies.
- Develop a strong understanding of the organisation’s product offerings.
- Provide support to team members as required, including occasional reception desk coverage.
- Adhere to Anti-Money Laundering (AML) procedures and guidelines at all times.
- Contribute to various teams and projects within the organisation as needed.
Job Requirements:
- Strong attention to detail with a high degree of accuracy.
- Excellent critical thinking and problem-solving skills.
- Strong organisational and time management abilities, with the ability to prioritise workloads and meet deadlines.
- Effective communication skills, both verbal and written, to handle a range of client queries.
- A proactive and client-focused mindset, demonstrating responsiveness and commitment to service excellence.
- Ability to work both independently and collaboratively in a dynamic financial services environment.
- A flexible and creative approach to problem-solving.
- Proficiency in Microsoft applications and a willingness to learn new systems.
- A commitment to compliance, regulatory best practices, and integrity in all tasks.
- A positive attitude that fosters teamwork and motivation.
- Prior experience in financial services or client service roles is advantageous but not essential.
What You’ll Love:
Our client offers a supportive and engaging workplace where integrity, excellence, and innovation are at the core of their operations. The organisation values teamwork, professional development, and a client-focused approach, providing an excellent environment for career growth. This is a fantastic opportunity to gain experience in financial services while contributing to a high-quality client service function.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
