Client Data Administrator

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.

• 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.

• 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.

• 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!