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Wealth Management Administrator

Meraki Talent Limited
Posted 14 hours ago, valid for 22 days
Location

Northwich, Cheshire CW9 7TN, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Meraki Talent is seeking an experienced Wealth Management Administrator for a 12-month fixed-term contract in Northwich.
  • The role requires a proactive professional with operational experience in wealth management or private client asset management, along with strong relationship management skills.
  • Key responsibilities include managing service issues, driving continuous improvements, and collaborating with stakeholders to enhance SLAs and KPIs.
  • Applicants should have a minimum of 3 years of relevant experience and possess excellent communication skills.
  • The position offers a competitive salary of £30,000 to £40,000, with hybrid working options available.
Meraki Talen are looking to appoint an experienced Wealth Management Administrator for a 12month FTC within Northwich.  Are you a proactive and detail-oriented professional with experience in operational processes within wealth management or private client asset management? We are looking for a Service Management Executive to join our Service Management Team, part of the wider Service Delivery Management Team.  About the RoleAs a Service Management Executive, you will report directly to the Operations Service Management Manager and act as the key liaison between the Operations Department and the Front Office. You will play a crucial role in supporting the oversight of the Service Management Framework, ensuring seamless communication, efficient issue resolution, and continuous service improvement.  Key Responsibilities
  • Manage and coordinate the resolution of Operations Service Management issues raised by key stakeholders
  • Drive continuous service improvements by analysing recurring issues and enhancing processes.
  • Provide real-time updates and alerts on known issues and service changes.
  • Develop and maintain Service Management Dashboards for reporting and insights.
  • Collaborate with stakeholders to improve Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
  • Support the definition and implementation of service improvement projects.
  • Engage with IT and Front Office Servicing Teams to support service issue resolution.
  • Ensure regulatory compliance and risk management across all service processes.
  Applicants should have experience in operational processes within wealth management or private client asset management.  It is essential applicants have strong relationship management and stakeholder engagement skills, with the ability to challenge and improve existing processes within operations.  Previous experience leading or contributing to client service review meetings would be preferred, along with excellent written and verbal communication skills.  This is a 12moth fixed term appointment offering an immediate start.  Hybrid working  Apply Now  Jennifer wants: Financial Services, Wealth Management, Private Client, Administration'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.