Are you looking for your next role in Financial Services? Do you have strong communication skills and are looking to develop your professional skillset in a varied and fast-paced role?Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for a Senior Client Services Administrator to join their friendly team.The role has arisen due to ongoing growth and sustained new business. As a Senior CSA, you will be responsible for processing big volumes of various administration tasks ensuring that they are completed right the first time.This role offers hybrid working with 2 days required in the office and 3 from home. We’d love to hear from you if you have previous experience in FS and are looking to take the next step in your career!DAY TO DAY:• Providing key administrative support to Financial Advisors• Ensuring all application processes are accurate and complete, meeting daily deadlines• Liaising with relevant parties to chase outstanding documentation• Logging any incidents/exposures to manage risks effectively• Developing new processes to improve the efficiency of the company’s procedures• Act as the first point of contact for queries within the team• Working closely with Financial Advisors to ensure that all enquiries & queries are answered in a professional and timely manner• Supporting with business administration surrounding the company’s softwareWE WOULD LOVE TO SEE:• Previous experience working in Financial Services• Knowledge of SIPP / ISA / Offshore Bonds etc.• Professional and personable communication skills• Ability to oversee multiple tasks working to tight deadlines• Great attention to detail with high levels of accuracyAND FOR YOU:• Competitive salary• Hybrid working arrangements• 34 days annual leave (including bank holidays) + opportunity to buy/sell 5 additional days• Gym membership• Generous pension• Bonus for employees• Discounts on season tickets for train• Full training is provided and study support can be provided for formal qualifications. Additionally, all roles are promoted internally allowing opportunities for development and progression within the business.If this sounds like the role for you, then please click apply now.
Back to searchClient Services Admin - Financial Services
Juice Recruitment Ltd
Posted 2 days ago, valid for 3 days
Bath, Somerset BA2 2QH, England
ÂŁ25,000 - ÂŁ30,000 per annum
Full Time
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Sonic Summary
- A well-known Financial Services Company in Bath City Centre is seeking a Senior Client Services Administrator due to ongoing growth and new business.
- The role involves processing high volumes of administrative tasks, ensuring accuracy, and providing support to Financial Advisors.
- Candidates should have previous experience in Financial Services and possess strong communication skills, with a focus on detail and the ability to manage multiple tasks.
- The position offers a competitive salary, hybrid working arrangements, 34 days of annual leave, and various employee benefits including gym membership and a generous pension.
- Applicants are encouraged to apply if they are looking to advance their career in a dynamic environment with opportunities for internal promotion.
