Client Services Administrator
1 month ago
Are you looking for your next challenge in Financial Services? Do you have brilliant organisation skills and are looking to develop your professional skillset?
Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for multiple Client Services Administrators to join their friendly team.
The role has arisen due to ongoing growth and sustained new business. As a CSA you will be responsible for providing excellent support to Adviser businesses and networks, dealing with all enquiries and requests in an efficient manner.
**DAY TO DAY**:
- Liaising with relevant parties to chase outstanding documentation e.g. banks and building society
- Data cleansing of systems and client databases as and when required
- To participate in team projects as and when required
**WE WOULD LOVE TO SEE**:
- Previous experience in a Financial Services environment
- Knowledge of ISAs / Platforms / Investments etc. is beneficial
- Experience in customer-facing roles demonstrating an ability to provide great customer service
- Good accuracy and attention to detail
- Ability to work under pressure and meet multiple deadlines
- An interest in economics and financial services
- Highly organised with great communication skills
- IT Literate
**AND FOR YOU**:
- Competitive salary
- Hybrid working arrangements
- Regular performance-based reviews with the opportunity to boost salary
- 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.
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£30,000.00 per year
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Work Location: Hybrid remote in Bath
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