Client Services Administrator at Pear Tree Recruitment
Bath, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

28 Nov, 25

Salary

26000.0

Posted On

28 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Instructions, Communication Skills, Financial Data

Industry

Financial Services

Description

CLIENT SERVICES ADMINISTRATOR

  • Bath/Hybrid – work from home 2 days per week
  • 12 Month Fixed Contract (with possibility of extension)
    Looking for a new challenge so develop your financial services skills?
    This is a fantastic opportunity to work with a global provider of business outsourcing services and innovative technology solutions as a Client Services Administrator.
    The role requires someone who is happy working with a range of complex financial information and analysing commercial data from a variety of different sources. Strong attention to detail is required as you will be processing high volumes of financial information.

REQUIRED SKILLS AND EXPERIENCE:

  • Previous experience of working the financial or professional services sector preferred but not essential
  • The ability to analyse and interpret financial data and information
  • Excellent written and verbal communication skills
  • Strong organisational skills and keen attention to detail
    As a Client Service Administrator, you are responsible for dealing with a range of finance related enquiries, and processing high volumes of instructions.
Responsibilities
  • Dealing with requests from Financial Advisers and Investment Managers
  • Processing new investment paperwork
  • Allocating and transferring funds upon instruction from Financial Advisers
  • Completing all related administrative duties
  • Building and maintaining strong client relationships
  • Offering knowledge and expertise to colleagues as needed
  • Ensuring compliance with SLAs and legislative requirements
    In return, you’ll receive a competitive salary with excellent benefits such as a performance-related bonus, 25 days holiday, private medical insurance, and more!
    If you are looking to develop your skills with a growing global company, please apply today!
    Job Types: Full-time, Fixed term contract
    Contract length: 12 months
    Pay: £25,000.00-£26,000.00 per year

Benefits:

  • Company pension
  • Employee discount
  • Private medical insurance
  • Work from home

Work Location: In perso

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