Financial Services Administrator

1 month ago


Birmingham, United Kingdom Meraki Full time

Meraki Talent are looking to speak with Client Services Executive for a permanent opportunity in the heart of Birmingham city centre for a leading Financial Services firm.

Key duties will include;
- Ensuring a smooth client onboarding journey
- Updating in house systems with accurate client data
- Following processes, minimising risk
- Preparing meeting packs, annual review packs and valuations
- Ensuring client data is stored correctly online with GDPR rules

This is a busy and varied role, therefore important applicants can manage various workstreams, whilst meetings set client deadlines. It is also essential applicants have excellent problem solving skills and the ability to show attention to detail at all times. Ideally applicants will have come from a Financial Services background, where they have a proven track record of working effectively with clients.

As well as a competitive package, this leading client are offering a range of benefits, including a discretionary bonus.

Hybrid approach to working, with 3 days in the office and 2 remote.

Is this job for you? At Meraki, we love recruitment and love words. Is this you?

Jennifer wants: Onboarding, Client Services, Financial Services
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